Greg has over 25 years experience in financial services, with both interstate and overseas experience having worked for companies like Perpetual, The Bank of New York and Merrill Lynch. He is also a Certified Financial Planner with the Financial Planning Association of Australia. Greg helps people grow and protect their money by providing specialist advice in superannuation, investment and personal insurance. Having grown up in Perth, Greg now enjoys living in Esperance with his family.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 1
- First year providing advice 1998
- Years of experience 26
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Precept Financial Services Pty Ltd
Suite 1, 98 Dempster StreetEsperance, WA 6450
![Precept Financial Services Pty Ltd logo](https://resources.adviserratings.com.au/practices/precept-financial-services-pty-ltd-18006339.png)
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Charter Financial Planning
AFSL 234665
![Charter Financial Planning logo](https://resources.adviserratings.com.au/licensees/charter-financial-planning-limited-234665.png)