Qualifications
& Memberships
- Bachelor of Commerce with a major in corporate finance
- Bachelor of Science (Maths)
- Diploma of Financial Planning
- Geared Investment & Margin Lending
- FPA Accredited Professional Practice
Areas of
Expertise
Cash flow management
Insurance
Investments
Retirement
Self Managed Super Fund
Superannuation
Our business is supported by Hillross as the holder of an Australian Financial Services Licence. Hillross ensures our conduct is as good as it can be, our systems are sound, our technical knowledge and advice is always up to date and our business complies with all appropriate regulations.
Meet our team
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Richard Lovell
Principal Adviser
Through strategic, collaborative and proactive planning, Richard aims to create…
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Greg Fragoulis
Principal Adviser
Greg has been a Certified Financial Planner™ since 1999 and has been providing…
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