Greg Duff

Beach Wealth Advisers

10 Yrs Experience
Belmont, VIC 3216

I provide holistic advice to clients in relation to their finances on a fee for service basis with a focus on structural and legislative efficiency, implementing strategies to improve outcomes in relation to taxation, investment, Centrelink / DVA means test driven processes (Age Pension and Aged Care), estate planning, and intergenerational wealth transfer.


  • 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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 9
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Beach Wealth Advisers

71 Roslyn Rd
Belmont, VIC 3216

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Sgn Financial Pty Ltd

AFSL 490523