Greg Duff

Beach Wealth Advisers

Silver
8 Yrs Experience
Belmont, VIC 3216

Recent reviews

Beach Wealth Advisers

71 Roslyn Rd
Belmont, VIC 3216

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Licensed by

Sgn Financial Pty Ltd

AFSL 490523

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Greg has provided both my husband and myself with sound, comprehensive advice regarding our superannuation conversion to retirement planning and investments for several years now. He is able to explain to us in a manner that is easy to understand and is able to answer most satisfactorily any questions we have. Through Greg's knowledge and experience, particularly of our circumstances, we feel very confident that the advice we receive is right for our needs. Greg is always readily available to talk with us outside of our scheduled meetings . We are extremely satisfied with Greg's services and would not hesitate to recommend him to any prospective new client."

  • Government Assistance
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Government Assistance
  • Retirement & Pension

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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