With over 20 years of experience in financial advising at a leading Private Bank, Greg now offers expert guidance at Findex, providing clients with peace of mind through a genuinely caring approach.
Specialising in wealth management, including investment, retirement, insurance, and estate planning, Greg focuses on building long-term client relationships, particularly with those approaching or in retirement.
Greg holds a Graduate Diploma of Applied Finance and is registered with ASIC to provide Tax (Financial) Advice services.