Greg Morianos

Eclipse Financial Services Pty Ltd

Gold
4 Yrs Experience
Coomera, QLD 4209
Financial Services has been a passion of mine since 2008, and following a successful and extensive career in Senior Director Leadership and Account Management roles within Corporate Australia, I have followed my heart and desire to help everyday Australians to meet their personal and financial goals. Combining this extensive experience and my passion for my clients is precisely why we launched Eclipse Financial Services expansion in South East Queensland.  Our mission is to help you take control and make the correct financial decisions with your money, to better plan for the future and have the freedom to enjoy your “Best Life”. Sure, money is important, but it’s the effective planning and management which allows it to be the enabler of a better life. At Eclipse Financial Services, assisting everyday Australians from many diverse backgrounds meet their goals to grow, maintain and protect their wealth through providing the highest quality advice, at an affordable price, in a manner that’s valued and understood is our core purpose. If you require budgeting support and guidance, or you’re saving for house or investment, or maybe getting ready for retirement, we are committed to helping you achieve the best personal and commercial outcome. We provide holistic advice which encompasses: Goal alignment, Budgeting, Debt solutions, Investments, Superannuation, Personal Insurance, Finance Structures, Aged care, Taxation & Estate Planning. Do you keep telling yourself you’ll work on your finances someday? When it comes to your ongoing life transitions, effective advice and planning is incredibly important. Its’ essential to prepare, rather than repair…… As a lifelong learner, I’m also fully committed to keeping abreast of the constant changes in the world of finance and economics, holding a Master’s Degree in Applied Finance, Diploma of Financial Services, Graduate of the Australian Institute of Company Directors, and I’m currently studying to achieve my Masters of Financial Planning. Plus attending over 70 hours of continuing professional education every year. I am also an Associate member of the FPA – Financial Planning Association and I’m also a “Tax Adviser” with the TPB – Tax Practitioners Board. I’m also a sitting board member of the non-for-profit Whitsunday Sports Park. When I’m not working, besides spending quality time with my young son Leon, I am interested in travel, water sports and snowboarding which is a real passion of mine.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates
  • Budgeting

My fees

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

Initial appointment is free of charge in order to understand how Eclipse can understand your situation and help you achieve your goals. Following that appointment, any fees applicable will be discussed in detail and aligned on together before proceeding together.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 29
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Eclipse Financial Services Pty Ltd

Suite 8, 2 Fortune St
Coomera, QLD 4209

Opening hours

  • 8:00am – 5:30pm Monday – Friday

Meeting methods

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

Licensed by

Professional Investment Services Pty Ltd

AFSL 234951

4.90
29 Reviews
5
4
3
2
1
4.90
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 29

Sort by

5.00

"With the help of Greg, we now have a clear financial plan that has been tailored to our individual needs. Greg took the time to get to know us and our relationship with money so that he could provide advice that would make both my husband and I feel comfortable with the risk associated. He is attentive and respectful of our decisions and best of all, we feel like we have a trusted advisor in our corner to provide advice on our financial investments."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been with Greg since late 2019. The money he has saved me on super fees and the growth of my funds has been outstanding. I have made all my updated plans. The value creation he has provided for my investments inside and outside of super has been first class. My overall plan is on track and build wealth and it is in safe hands. Greg is very approachable and easy to talk to, and I can only speak highly of him. Highly recommend to all friends and family members."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Greg has given my wife and I advice on managing our superannuation and investing for our future. The advice he gave us was thoroughly explained in a clear way that helped us understand and feel at ease. We feel very confident that the advice he has given us will set us up for a comfortable future. Greg is easy to work with, diligent and approachable."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Greg was of great assistance for my retirement planning and explained well how the plan would work"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I met Greg when we were looking for a financial adviser to help us manage our finances in our retirement. Greg gave us a couple of options of which way we could go. When giving us these options he made sure we fully understood what was being explained, because we had never dealt with stock’s or shares before, but Greg made it easy for us to understand even drawing us graphs so we could see what he was explaining. We have had a number of meetings with him while Greg set it all up. We are very happy with our choice, choosing Greg as our adviser and both my husband and I feel very confident in his experience and knowledge and now we know that we can sit back and relax and enjoy our retirement."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Greg’s advice was knowledgeable and he gave a range of options to assist us with making financial decisions which work best for our situation."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Greg and his staff are always eager to meet my financial planning needs moving towards self funded retirement, which I am hoping to achieve by 2023. Greg's expertise and thorough guidance in this process has given me the confidence to move forward. Greg and fellow staff attend to my financial needs without delay and give me updates as scheduled or ad hoc when required"

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Greg has given me advice on superannuation, debt reduction, investment, insurances, building wealth and setting a solid retirement strategy."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Greg has handled my insurance and superannuation needs for a number of years now. He's educated me on subjects I knew very little about and has provided me with confidence since our very first meeting. Greg is someone I'm 100% confident in referring family and friends to as I've seen first hand how successful his planning has been for me."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Greg has given me direction and shown me that my financial world needs me to increase my financial literacy if I am to set achievable and realistic goals that make the most of my money. Greg has played a critical role in helping and supporting me to realise that I must aim to become courageously bold in financial matters. I will continue along my financial journey with Greg over time."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 29

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Graduate Diploma of Applied Finance (Financial Planning)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2010

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2012

Taxation for Financial Advising and Commercial Law

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Professional Memberships

Australian Institute of Company Directors (AICD)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate
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