< Brisbane OfficeBrisbane Office
Address:
Ground Floor
428 Upper Edward Street
BRISBANE QLD 4000
Mailing Address:
PO Box 781
SPRING HILL QLD 4004
Phone: (07) 3831-5933
Fax: (07) 3831-5944
Gregory Cunningham
CFP, SIA (Aff) AFPA
Adviser
Greg has over 33 years experience in the Financial Planning industry. In the early days he was an affiliate of the Securities Institute of Australia (SIA) and undertook a number of their study programs. In the 1980s he became a member of the newly formed Financial Planning Association of Australia (FPA), and has maintained an active membership ever since. Greg holds a Diploma of Financial Planning from Deakin University and is a Certified Financial Planner (CFP).
Greg believes in building a long-term relationship with his clients. He understands the need to provide a holistic financial planning service, and works closely with his clients to prepare and implement comprehensive risk management, investment, retirement and estate planning strategies.
Articles:
What’s important now is not to turn current fears and concerns into permanent losses that cannot be recovered
"Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns
"I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty
"I can go away feeling confident that my interests are in good hands." Robert Hawthorne, Adviser - Ray Barnes
"Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty
"Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives
"Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson
"The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns