Greg is a Certified Financial Planner, Eureka co-founder, and Chief Executive of Eureka Whittaker Macnaught. In 2010 Greg became a member of the Financial Adviser Association of Australia's (FAAA) Conduct Review Commission, and was the FAAA national conference chair in 2010 and 2011.
Following an initial discussion, our first step is 'Discovery' ($550). Discovery is a professional, great value, general advice step.
We have worked with Greg and Julian for over a year now on our "pathway to retirement". Everything has been explained in a very easy to understand way. They are always available to answer questions and we have never felt rushed as we go through this process. We certainly would not have been able to to do this on our own. We would absolutely recommend them to anyone and are happy to leave this review.
We would like to send a big thank you to Greg Cook, Julian and Sally. As a new client of Eureka Whittaker McNaught, we came to Greg and his team with very little knowledge on how to navigate the whole superannuation/ transition to retirement plan.We have found all the team to be exceptionally patient in taking the time to explain the process in a very professional manner. In the short time we have been working with them we have managed to build a relationship of trust and confidence, therefore I have no hesitation in recommending Greg Cook and his team for any financial matters.
Greg, Julian and his team are very professional and helpful. I am very happy with the service provided by Greg and Julian. I have no hesitation to recommend them to anyone who is looking for a financial adviser. Thank you for all your help Edward & Gemma.
Your in good hands here. Very pleased with the financial services provided to me. I can highly recommend Greg and his team.
I have been using Greg’s advice for some years but after a divorce and desperate need for guidance Greg and his team have been looking after my financial needs, which has given me the confidence to relax when it comes to a comfortable retirement.
- Adviser status Gold
- Number of reviews 14
- First year providing advice 1992
- Years of experience 31
- Diploma of Financial Planning (1-8)
Eureka Whittaker MacnaughtAurora Place, Level 10, 88 Phillip St
Sydney, NSW 2000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Fortnum Private Wealth Ltd