Our staff


Senior Financial Planner/Director

Greg began his Financial Planning career in 1997. During this time he has gained extensive experience in the areas of retirement planning, wealth accumulation and wealth protection. Greg also enjoys providing strategic advice to businesses.

Greg’s approach is to listen to his clients and work closely with them in order to formulate strategies designed to meet their end goals. He believes that an ongoing relationship with regular contact is vitally important for his clients to achieve their objectives.

Greg grew up in Sydney and is married with two children. In addition to spending time with his family, Greg enjoys pursuing his favourite pastime – fly-fishing and the outdoors.

Professional Qualifications and Affiliations

  • Bachelor of Economics, University of New England
  • Diploma of Financial Planning, Financial Planning Association
  • Member, Financial Planning Association
  • Certified Financial Planner®, Financial Planning Association
  • Authorised Representative Number 244807
  • Planitude Wealth Advisors Pty Ltd, Corporate Authorised Representative No. 1285528
  • Prime Partners Financial Advice Pty Ltd, AFSL 458993

Financial Services Guide