Gregg Zappara

Propel Business Group Pty Ltd

Gold
14 Yrs Experience
Stirling, WA 6021
Gregg has over 14 years’ experience as a financial planner. He is currently a Fellow Chartered Financial Practitioner (FChFP) and is working towards completing his Masters of Financial Planning. Gregg is motivated about helping people understand how proper financial planning can make a difference to their lives. He is committed to providing open and honest advice that is always focused on the client’s best interests. Gregg has a genuine interest in people and enjoys developing long-term relationships with his clients to ensure clarity of goals and meaningful outcomes, while providing understanding, education and guidance in an engaging and easy to understand manner.

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 7
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Propel Business Group Pty Ltd

Suite 6 Stirling House, 36 Cedric St
Stirling, WA 6021

Licensed by

Gps Wealth Ltd

AFSL 254544

4.95
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Gregg has given me advice in areas including loan products, self managed super funds and managing debt. Gregg was usually able to explain things to me in a clear way. Through Gregg's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Gregg's full care and attention when I needed it.'"

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

"Since becoming clients of Gregg's in 2012, my partner and I have not looked back. With Gregg's specialist and needs-based advice, we are able to continue to make the decisions that have enabled us to build a rock solid foundation on which we are building on with certainty every year."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"GREGG HAS HELPED US ACHIEVE OUR GOAL OF HAVING ENOUGH FINANCES BEHIND US FOR EARLY RETIREMENT, GIVEN US SOUND ADVICE ON SUPER FUNDS, TAXES, ORGANISED A LAWYER FOR OUR WILL, BASICALLY ANY THING TO DO WITH RETIREMENT. GREGG KEPT US INFORMED OF WHAT WAS HAPPENING THE WHOLE WAY, EXPLAINING IN A WAY WE WOULD UNDERSTAND. WITH GREGG'S KNOW HOW, WE WERE VERY CONFIDENT THE ADVICE GIVEN HAS HELPED REACH OUR GOAL. GREGG MAKES US FEEL WELCOME AND AT HOME WHEN WE MEET OR TALK ON THE PHONE. THANKS GREGG."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gregg has give an immeasurably amount of assistance of the years We would be in a vastly different financial position with Gregg in our lives. Highly confident gregg has put us on a successful path for the future."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Gregg has been patient, understanding and direct in his advice. Gregg is also approachable, explains things so we can understand what the situation is. We have built a great business relationship with Gregg. The most important thing when dealing with finance is trusting who is giving you the advice."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gregg has been giving me loads of advice of managing my investments for quite a few years. He always answers my emails immediately and efficiently. He offers great advice and would highly recommend him to anyone needing financial advice."

  • Superannuation
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gregg has always been available whenever I have contacted him with any queries. He has provided scenarios for me and advice on what would benefit me the most. As a retiree, Gregg has consulted with me on all aspects of my financial future going forward to do with the equity in my home, self managed super funds , pension entitlements and many other aspects. He has always explained things in detail and that I understand. Gregg keeps up to date on new trends and is always very knowledgeable. I highly recommend Gregg as a Financial Advisor and confidant."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Association of Financial Advisers (AFA)
Completed
2018

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner
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