Greg has been in the financial planning profession since 1988.

His approach is imbedded in a deep understanding of the lives his clients lead. Greg values the long-term relationships he builds, providing guidance through both prosperous times and challenges. Clients appreciate his ease of communication, extensive knowledge, and the strong business acumen he brings to every advisory relationship.

Greg has a passion for helping individuals and families by providing personalised financial advice.

He concentrates on the financial needs and objectives of clients, whether it is for protecting the family against risks, planning to make the most out of an income or investments or carefully constructing a retirement plan.

He holds a degree in Business (major in accountancy) from Queensland University of Technology. Greg also holds the Diploma of Financial Planning and is a Certified Financial Planner and is also an associate of the Australian Society of CPA’s.

Greg’s commitment and personalised service ensures his clients and their future generations celebrate the life they have worked hard to achieve.

Outside of work, Greg enjoys spending time with his family, going for walks in the woods or a dip in the ocean.

Qualifications 

CFP – Certified Financial Planner (FPA)