Gregory Asher Sernack M Comm MIPA AFPA AFSL is licensed to provide financial advice in superannuation and financial planning.
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.
Gregory is licensed to provide financial advice in superannuation and financial planning.
Contact Gregory today on +61 2 8094 9594
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