Greg Suefong

Financial Spectrum

Bronze
19 Yrs Experience
Sydney, NSW 2000

I believe that anyone can have a wealthy life if they have a “can do” attitude and a set of purposeful goals.

My experience in financial planning ranges accross accounting, small business advisory and funds management. I hold a Bachelor of Commerce with a major in Accounting, as well as a Diploma of Financial Planning.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.85
  • Number of reviews 6
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Diploma of Financial Planning
  • Language spoken
    • English

Financial Spectrum

Level 13, 447 Kent St
Sydney, NSW 2000

Licensed by

Climb Wealth Pty Ltd

AFSL 409424