Mal Greentree
Greentree Wealth Management
Gold
19 Yrs Experience
Baulkham Hills, NSW 2153
As a CERTIFIED FINANCIAL PLANNER® professional with over 20 years experience, I am committed to ensuring that the highest standard of advice remains accessible, accountable and achievable.
I can help you make more informed decisions around all areas of your financial health and ensure you remain on track to meet your financial, personal and lifestyle goals, whilst taking on the least amount of risk.
I believe in building long-term relationships based on trust, transparency and open communication. Providing expert guidance, answering your financial questions and supporting you in every step of your financial journey.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 5
- First year providing advice 2005
- Years of experience 19
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Greentree Wealth Management
23, 5 Inglewood PlBaulkham Hills, NSW 2153 11 Chandos St
St Leonards, NSW 2065
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Infocus Securities Australia Pty Ltd
AFSL 236523
