MBA Wealth Solutions was founded in 1987 but changed name to MBA Wealth Solutions in 2017. MBA is now the largest Financial Planning firm in Bathurst, servicing the Central West of NSW. We provide a holistic approach that incorporates financial planning, investments, insurance, superannuation, retirement, estate planning, cash flow, and risk management.
We own and operate our own Australian Financial Services Licence and offer you a team of advisers with over 75 years of combined financial planning experience– making us the most experienced team in Bathurst.
Greg has worked as a financial adviser for over 26 years and recently joined the MBA team after many years working with the major banks where he achieved national recognition for his success.
Over the years Greg has helped hundreds of clients achieve their financial goals and has great insights into the needs of clients and the industry. Greg has also coached and mentored several advisers who have become highly successful in the industry.
Outside of work, Greg plays hockey on the weekends and then recovers for the rest of the week.
Expertise
My fees
At a glance
- Adviser status Silver
- First year providing advice 1996
- Years of experience 29
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Highest qualification
- Diploma of Financial Planning (DFP 1-8)
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Language spoken
- English
Mba Wealth Solutions Pty Ltd
195 Russell StBathurst, NSW 2795
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Mba Wealth Solutions Pty Ltd
AFSL 240689