Greg Major

Greg Major Email and Phone Number

Certified Chair™, Business Advisor, Coach and Company Director | Most Trusted Advisor 2022 | Empowering Businesses, Elevating Leaders @ Cavedale Advisory
Greg Major's Location
Perth, Western Australia, Australia, Australia
Greg Major's Contact Details

Greg Major personal email

n/a
About Greg Major

In my role as Director and Principal Advisor at the business advisory firm of Cavedale Advisory Pty Ltd, I use my 30+ years of experience as a company director, business owner and corporate executive to help business unlock their potential and business leaders unleash their success. I have been fortunate enough to gain insights from working across Asia, Europe, and Australia, which I enjoy contributing to my board and advisory roles by ensuring a thorough understanding of the relevant business, developing workable strategy and communications, and deploying robust execution. In my most recent role as Co-Owner and Executive Director/General Manager at the private wealth management firm Blueprint Wealth, the firm grew to exceed $1bn of client assets, with a 3x multiplier in revenue and client numbers. Over the last 10 years I have been actively involved in the successful execution of rebranding, offshoring, tech stack redesign, customer offer realignment, service offer refinement, sales and marketing strategy and multiple business acquisitions and integrations.I am a strong believer in consultation and collaboration, a focus on leadership and empowering others to succeed, in particular executive teams and owners.My credentials are as follows:• Certified Chair™ with the Advisory Board Centre• Certified Professional Business Advisor with the Institute of Advisors (CPBA)• Most Trusted Advisor Status, Beddoes Institute, 2022• Graduate of the Australian Institute of Company Directors (GAICD)• Fellow Financial Services Institute of Australia (FFIN)• Fellow Australian Institute of Management (FAIM)• Fellow Chartered Financial Practitioner (FChP)• Master of Business Administration (MBA), Sydney University• Bachelor of Engineering, Honours, University of Western Australia• Bachelor of Arts (Asian Studies), University of Western Australia

Greg Major's Current Company Details
Cavedale Advisory

Cavedale Advisory

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Certified Chair™, Business Advisor, Coach and Company Director | Most Trusted Advisor 2022 | Empowering Businesses, Elevating Leaders
Greg Major Work Experience Details
  • Cavedale Advisory
    Director And Principal Advisor
    Cavedale Advisory Jun 2023 - Present
    Perth, Western Australia, Australia
    Cavedale Advisory is a boutique business advisory firm based in Perth, Western Australia. We provide business advice, governance and coaching services tailored to small and medium-sized businesses, business owners and executives in Perth and throughout Australia.At Cavedale Advisory, we understand that running a small and medium sized business requires lots of time, effort and dedication. This is why we provide the necessary guidance, expertise, processes and accountability that help… Show more Cavedale Advisory is a boutique business advisory firm based in Perth, Western Australia. We provide business advice, governance and coaching services tailored to small and medium-sized businesses, business owners and executives in Perth and throughout Australia.At Cavedale Advisory, we understand that running a small and medium sized business requires lots of time, effort and dedication. This is why we provide the necessary guidance, expertise, processes and accountability that help our clients and businesses to reach their full potential.Our mission is to unlock the potential in SME businesses and unleash the personal success for their owners. Using our philosophy of Innovate, Transform and Grow, Cavedale Advisory works with small to medium sized businesses to develop strategies for success for both the business and the business owner.Our vision is to empower businesses and elevate leaders in their chosen sectors by providing the tools, systems, capabilities and guidance to support them in the creation of their own success. Show less
  • Blueprint Wealth
    General Manager
    Blueprint Wealth Jul 2020 - Aug 2023
    Perth, Western Australia, Australia
  • Blueprint Wealth
    Co-Owner And Director
    Blueprint Wealth Jan 2010 - Jul 2020
    South Perth
  • Wa Super
    Advisor To The Investment Committee
    Wa Super Sep 2010 - Nov 2014
  • Sids And Kids Western Australia
    Board Member And Treasurer
    Sids And Kids Western Australia May 2011 - Jul 2013
  • Cck Financial Solutions
    Non-Executive Director
    Cck Financial Solutions Feb 2010 - Sep 2011
  • Abn Amro Bank N.V.
    Executive Vice President, Head Of Commercial Clients, Asia
    Abn Amro Bank N.V. Feb 1998 - Jun 2007
  • Westpac
    Senior Manager, Derivatives Sales
    Westpac Jun 1992 - Dec 1997

Greg Major Skills

Investments Risk Management Financial Services Financial Risk Strategy Strategic Financial Planning Retirement Planning Derivatives Banking Financial Planning Wealth Management Business Strategy Wealth Superannuation Estate Planning Leadership Insurance Wealth Accumulation Consulting Property Succession Planning Trade Finance Treasury Cash Flow Retirement

Greg Major Education Details

Frequently Asked Questions about Greg Major

What company does Greg Major work for?

Greg Major works for Cavedale Advisory

What is Greg Major's role at the current company?

Greg Major's current role is Certified Chair™, Business Advisor, Coach and Company Director | Most Trusted Advisor 2022 | Empowering Businesses, Elevating Leaders.

What is Greg Major's email address?

Greg Major's email address is gr****@****.com.au

What is Greg Major's direct phone number?

Greg Major's direct phone number is +614013*****

What schools did Greg Major attend?

Greg Major attended University Of Sydney, The University Of Western Australia, The University Of Western Australia, Australian Institute Of Company Directors, Microsoft Professional Program, Smsf Professionals' Advisor Association, Kaplan Professional.

What skills is Greg Major known for?

Greg Major has skills like Investments, Risk Management, Financial Services, Financial Risk, Strategy, Strategic Financial Planning, Retirement Planning, Derivatives, Banking, Financial Planning, Wealth Management, Business Strategy.

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