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About Me

Greg has over 17 years of financial planning experience. His experience is in superannuation, Self Managed Super Funds and retirement planning as well as investments, personal life insurance, Aged Care and Centrelink benefits. His main reason for being a financial adviser is his genuine interest and passion of helping people, and establishing and developing long term relationships with clients to be there for them at all stages of their lives.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 17 Years
  • Licensed By
    Licensed By Charter Financial Planning Limited
CERTIFIED FINANCIAL PLANNER®