I have a vast array of financial planning experience. My experience is in superannuation including SMSF's and retirement planning as well as investments, personal life insurance and Centrelink benefits.
My main reason for being a financial adviser is my genuine interest and passion of helping people, and establishing and developing long term relationships with clients to be there for them at all stages of their lives. He is determined in finding the right individual strategy for each client and assisting them in achieving their financial goals.
Have found Greg to be very knowledgeable and acts quickly upon request and queries, Have had to follow up a few things with him and these have been resolved satisfactorily.
We found Greg an inspiration in his presentation and easy to comprehend the various strategies which gave us a confidence to go ahead with the planned strategies, easy to contact with any issues that we found hard to grasp or needed clarifying just all in all very positive outcomes and would have no hesitation in recommending Greg to family or friends for his advice
Greg's most obvious characteristic is his honesty. When he explains sometimes complicated investment options and strategies, he does so with a refreshing honesty and openness. He knows the financial products very thoroughly and offers sound and balanced financial advice.
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2007
- Years of experience 16
- Bachelor of Business
Vision Financial Strategies4 Charles Street
South Perth, WA 6151
- 8:00am – 5:00pm Monday – Friday
Charter Financial Planning