MenuGregory Davis
About Me
I am a Tax (Financial) Adviser, an active member of the Institute of Managed Account Professionals (IMAP) and SMSF Association Specialist. I have also served on the assessment committee for FPA’s CFP Certification Program. My technical speciality covers strategic financial planning, goals-based risk profiling and portfolio construction, self-managed super and retirement income strategies.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Retirement
- SMSF
- Superannuation
- Wealth management
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Years of Experience 20 Years -
Licensed By Sentry Advice Pty Ltd
Also meet me here:
10 Tennyson Street,
Woodend, VIC 3442
Woodend, VIC 3442
