Greg has worked in the financial services industry for over 40 years with the last 25 as a qualified financial adviser. His areas of expertise are personal and business succession planning with the emphasis on preparing you, your family and/or your business for the unexpected, including accident or illness.

By partnering with the best providers of legal and insurance services in Australia we assist clients in ensuring their assets are left to those they want them to receive in a tax effective and prompt manner. This is the area of financial planning Greg enjoys the most, giving clients peace of mind that their dependents and loved ones will be looked after financially if the worst does occur.

Specialties: Personal and Business Succession, Life, Disability, Income Protection and Trauma Insurance, Investment, Superannuation and Retirement Planning. I particularly enjoy working with SMEs as they grow and protect their business assets.