Qualifications
& Memberships
- Certified Financial Planner™ (CFP)
- Diploma of Financial Planning
- Bachelor of Science (Maths)
Areas of
Expertise
Greg has been a Certified Financial Planner™ since 1999 and has been providing personal financial planning advice to clients for over thirteen years.
However, his involvement in the financial services industry spans a period of 30 years, including managerial roles in superannuation, marketing & technical support to financial planners in South Australia and the Northern Territory.
His qualifications include a Bachelor of Science (Maths) from Adelaide University, a Diploma of Financial Planning and is a member of the Financial Planning Association (FPA).
Out of the office you’ll find him on or very near a tennis court, either playing or organising teams for his local tennis club.
Greg's ideas of Financial Freedom
Enjoying summers in Adelaide with my family and winters in Santorini with my wife and very little to do.