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Welcome to Gregory Sernack Financial Services

Gregory Asher Sernack is the principal of Gregory Sernack Financial Services P/L.  

Gregory Sernack

THE BRIEF

Gregory Asher Sernack M Comm MIPA AFPA AFSL is licensed to provide financial advice in superannuation and financial planning.

  • Are you getting the best advice for your superannuation interests?
  • Is the advice you’re receiving in accordance with the rules as the responsible trustee of your self-managed superannuation fund?

Superannuation Funds in Australia hold the greatest share of the national wealth.

These funds are held in both private self-managed funds and public funds.

Our nation needs superannuation to provide for an ever‑increasing ageing population.

Today financial advisers are regulated by the Australian Securities and Investment Commission to provide a more robust and transparent advisory regime for investors and superannuants.

Today financial advice can only be provided by a licensed individual or entity with an Australian Financial Services License (AFSL).  Future AFSL licence holders must hold a university degree.

  • AFSL holders provide financial services and financial advice in relation to the areas stipulated on the license.
  • AFSL holders will give you financial advice that enables you to make an informed decision by providing you with a statement that is easily understandable, transparent and clear in relation to all your financial issues.
  • Non licensed practitioners can only provide financial services, not financial advice.

Gregory is licensed to provide financial advice in superannuation and financial planning.

Contact Gregory today on +61 2 8094 9594

About GSFS

About Us

  • We are a blended organisation of experienced and qualifiedHolistic Accountants® with specialised knowledge, experience and skills
  • We offer a comprehensive range of accounting and tax services for self-managed superannuation funds and business generally
  • Our rates are fixed or variable depending on your circumstances
  • We are authorised and licensed to help you with setting up your new Trust Deed and administering your self-managed superannuation fund
  • We offer accounting and bookkeeping services, as well as taxation and audit services and pension commencement
  • We can assist with the purchase of real property in Australia and the US through a self-managed superannuation fund
  • We specialise in Financial Planning

Why Us

As holistic accountants we work with you to improve your quality of life while helping to protect your business assets and personal estates consistent with your needs and goals

Who We Are

Gregory Asher Sernack is the principal of Gregory Sernack Financial Services P/L

Gregory Sernack Financial Services Pty Ltd is the corporate trustee of a family self-managed superannuation fund with first-hand experience in real property purchases in Australia and the US, including bare trustee arrangements and loan documentation in compliance with SIS and income tax regulations

Gregory has over 30 years’ commercial experience as an accountant in small to medium enterprises and specialises in financial planning, accounting, superannuation, compliance obligations and related services

Gregory is a certified public accountant with a Master of Commerce degree

He is a member of the Institute of Public Accountants and the Institute of Financial Planning

Gregory holds an Australian Financial Services License (AFSL) as a professional licensee in Financial Planning and Superannuation

Alex Wong is the principal of Wong & Associates 

Alex is a specialist in Australian Tax compliance requirements and a member of the Institute of Chartered Accountants and Tax Institute of Australia

Alex has over 13 years of combined commercial and international corporate experience

Alex previously lectured in Taxation at Macquarie University and Central Queensland University

Les Najdzion is the principal of Bansfield P/L 

Les is a Chartered Accountant and independent ASIC registered Self-Managed Superannuation Fund Auditor

Les has over 30 years’ experience in audit and business services