Greg has been involved in the Financial Services industry for over 12 years. During this time, he has specialised in private practice, with the ability to communicate with clients to make their financial situation easy and understandable.
Greg has been undertaking continual studies and workshops to enhance his expertise as a financial adviser. He completed his Diploma in Financial Services (Financial Planning) and Diploma in Financial Services (Finance/Mortgage Broking Management) and his Advance Diploma in Financial Services (Financial Planning).
As an Authorised Representative, Greg believes in communicating with his clients so that they have a better understanding of how they can achieve their financial goals and objectives. Greg believes in helping his clients build a comprehensive financial program to make the most of their earning potential during their working years, which includes advice in retirement planning, superannuation, managed investments, personal insurances and estate planning needs. This is all achieved by striving to provide quality advice, personalised service and practical ideas to deliver superior solutions.