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Greg Meale

Mba Wealth Solutions Pty Ltd

Silver
28 Yrs Experience
Bathurst, NSW 2795

MBA Wealth Solutions was founded in 1987 but changed name to MBA Wealth Solutions in 2017. MBA is now the largest Financial Planning firm in Bathurst, servicing the Central West of NSW. We provide a holistic approach that incorporates financial planning, investments, insurance, superannuation, retirement, estate planning, cash flow, and risk management.

We own and operate our own Australian Financial Services Licence and offer you a team of advisers with over 75 years of combined financial planning experience– making us the most experienced team in Bathurst.

Greg has worked as a financial adviser for over 26 years and recently joined the MBA team after many years working with the major banks where he achieved national recognition for his success.

Over the years Greg has helped hundreds of clients achieve their financial goals and has great insights into the needs of clients and the industry. Greg has also coached and mentored several advisers who have become highly successful in the industry.

Outside of work, Greg plays hockey on the weekends and then recovers for the rest of the week.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 1996
  • Years of experience 28
  • Highest qualification
    • Diploma of Financial Planning (DFP 1-8)
  • Language spoken
    • English

Mba Wealth Solutions Pty Ltd

195 Russell St
Bathurst, NSW 2795

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Mba Wealth Solutions Pty Ltd

AFSL 240689