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 Plannings 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 Planning, 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.
We operate a "Fee for Service" model where all fees are discussed and agreed upon prior to any formal advice or review being provided.
Greg is well knowledgeable in finance and is always keen on giving his best advice.
Very happy with the service, and confident in Greg's knowledge and advice.
Greg has shown great motivation when it comes to tailoring my current assets for growth. He is very easy to deal with and understand. I have been with Eclipse for 3 years and I will continue using their service for many more.
Excellent communicator, extremely knowledgeable and helpful. Timely and prompt service.
I was happy with his answers & advice.
- Adviser status Platinum
- Number of reviews 39
- First year providing advice 2018
- Years of experience 5
- Master of Applied Finance
- Master of Financial Planning
Eclipse Financial Planning Pty LtdSuite 2, Conway House, 4-6 Island Drive
Cannonvale, QLD 4802
Eclipse Financial Planning - SEQ Pty LtdSuite 8, 2 Fortune St
Coomera, QLD 4209 Conway House, Suite 2, 6 Island Dr
Cannonvale, QLD 4802
- 8:00am – 5:30pm Monday – Friday
- In person
- Video call
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