Gregg Pethick ► Advdipfinserv Email & Phone Number

Adelaide, Sa, Au

Adelaide, South Australia, Australia

Adelaide, South Australia, Australia

As a Senior Financial Adviser at MLC, I deliver high-quality professional advice to clients and find the best solutions to meet their financial and personal needs. Whether looking to pay off a mortgage quicker, putting pre- and post-retirement plans in place, protecting assets and personal security, transferring business operations or structuring finances to accommodate changing family/life circumstances, I am there at every step of the way, taking the time to walk our clients through their… Show more As a Senior Financial Adviser at MLC, I deliver high-quality professional advice to clients and find the best solutions to meet their financial and personal needs. Whether looking to pay off a mortgage quicker, putting pre- and post-retirement plans in place, protecting assets and personal security, transferring business operations or structuring finances to accommodate changing family/life circumstances, I am there at every step of the way, taking the time to walk our clients through their options and making what can sometimes seem like a daunting process, much more manageable.In this role, I also bring to life financial plans by introducing clients to specialised partners such as accountants and lawyers to make sure all of their needs are covered. I am also accountable for servicing, building and maintaining ongoing relationships, prospecting new referrals and retaining existing referrals, business development, training and development, mentoring new advisors, delivering high-level presentations and fostering a workplace culture of continuous improvement to drive success. Some of my key achievements in this role include:✓Tens of thousands of tax-free dollars saved for my clients✓ Helping community members with declared needs achieve financial stability✓ Restructuring business operations and assets to keep clients on track for retirement✓ Accelerated delivery of projects that set new benchmarks in service delivery✓ Increased stakeholder satisfaction✓ Improved efficiency, productivity and profitability✓ Business plans aligned with strategy so that goals are metIf you would like to learn more about how I can assist you, feel free to contact me via: ✉ gregg.pethick@mlc.com.au Show less

Adelaide, Australia

As a Senior Financial Planner at NAB, I deliver high-quality professional advice to clients and find the best solutions to meet their financial and personal needs. Whether looking to pay off a mortgage quicker, putting pre- and post-retirement plans in place, protecting assets and personal security, transferring business operations or structuring finances to accommodate changing family/life circumstances, I am there at every step of the way, taking the time to walk our clients through their… Show more As a Senior Financial Planner at NAB, I deliver high-quality professional advice to clients and find the best solutions to meet their financial and personal needs. Whether looking to pay off a mortgage quicker, putting pre- and post-retirement plans in place, protecting assets and personal security, transferring business operations or structuring finances to accommodate changing family/life circumstances, I am there at every step of the way, taking the time to walk our clients through their options and making what can sometimes seem like a daunting process, much more manageable.In this role, I also bring to life financial plans by introducing clients to specialised partners such as accountants and lawyers to make sure all of their needs are covered. I am also accountable for servicing, building and maintaining ongoing relationships, prospecting new referrals and retaining existing referrals, business development, training and development, mentoring new advisors, delivering high-level presentations and fostering a workplace culture of continuous improvement to drive success. Some of my key achievements in this role include:✓Tens of thousands of tax-free dollars saved for my clients✓ Helping community members with declared needs achieve financial stability✓ Restructuring business operations and assets to keep clients on track for retirement✓ Accelerated delivery of projects that set new benchmarks in service delivery✓ Increased stakeholder satisfaction✓ Improved efficiency, productivity and profitability✓ Business plans aligned with strategy so that goals are metIf you would like to learn more about how I can assist you, feel free to contact me via: ✉ gregg.pethick@nab.com.au Show less

► Branch Manager | North Adelaide, South Australia - May 2009 – October 2010► Relieving Branch Manager | Southern Metropolitan Region, South Australia - July 2008 – May 2009► Branch Manager (Top 10) | Darwin Branch, Northern Territory - November 2007 – July 2008► Branch Manager | Magill Branch, South Australia - July 2006 – October 2007