Greg Bloom Email & Phone Number

527 Old South Head Road Rose Bay Nsw 2029

My strong inter-personal skills together with my professional background and thorough knowledge of the industry makes working with me a consistently smooth and seamless experience. I enjoy developing strong long-term relationships with clients, understanding their personal goals and working together to help them get there. I have recently been humbled to win a number of awards in the industry and in 2016 was nominated as a national finalist for the 2016 AFA Rising Star Award.

Bondi Junction

Greg Bloom, Wealth Manager at Yellow Brick Road Bondi, has lived in the Eastern suburbs since arriving in Sydney from South Africa in 2011. He enjoys the multi faceted reality of living in the eastern suburbs, where you can live, work and play. Outside work Greg enjoys spending time at the beach with friends, watching sport both live and on TV and playing soccer on a Saturday afternoon in Double Bay.By joining Yellow Brick Road Bondi Greg saw the opportunity to change people’s lives through helping them achieved the financial future they truly desire. By working closely with his clients he is able to coach them along the road to develop strong understanding of what is required to meet these goals.Greg and his team at Yellow Brick Road Bondi strongly believe in developing a detailed understanding of each clients circumstances and to provide objective holistic financial advice. His goal is to assist clients to manage debt, mitigate risk through the use of insurance and continued focus on providing for a clients future financial goals.

Sydney Cbd

• Responsibilities- Construction and management of the budgets and forecasts for all the entities within the company- Performing complex modelling associated with the budgets and forecasts- Assisting senior executives with ad hoc modelling and calculations relating to business acquisitions and valuations- Analysis of the monthly management accounts - Preparation of key performance indicators for the monthly management accounts- Presentation of weekly performance data to senior executives

Responsibilities included:- Performing audit work (from planning to completion).- Drafting annual financial statements in accordance with IFRS.- Managing and guiding staff on audits (including mentoring clerks through technical difficulties).- Ensuring that audits are conducted efficiently and within budgeted hours and meeting tight deadlines.- Co-ordinating client meetings and dealing directly with the client regarding audit related issues. (Liaising with high level financial personnel up to "financial director" level.

Bachelor Of Commerce, Accounting

Bachelor Of Competency, Accounting

Placed 3rd out of approximately 4000 student countrywide Primary & Secondary

Advanced Diploma In Financial Planning, Financial Planning And Services, Completed

High School