Greg has over 25 years experience in financial services, with both interstate and overseas experience having worked for companies like Perpetual, The Bank of New York and Merrill Lynch. He is also a Certified Financial Planner with the Financial Planning Association of Australia. Greg helps people grow and protect their money by providing specialist advice in superannuation, investment and personal insurance. Having grown up in Perth, Greg now enjoys living in Esperance with his family.
I recently had the pleasure of working with Greg and I was extremely satisfied with their services. He provided me with investment management, tax planning, and retirement planning and was always responsive to my needs and questions. He was able to provide me with clear explanations and guidance, which helped me make informed decisions about my finances.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 1998
- Years of experience 25
- Graduate Diploma of Financial Planning
Precept Financial Services Pty LtdSuite 1, 98 Dempster Street
Esperance, WA 6450
- 9:00am – 5:00pm Monday – Friday
Charter Financial Planning