Greg S. Email and Phone Number
Greg believes that anyone can have a wealthy life if they have a “can do” attitude and set of powerful goals.Greg loves helping his clients achieve their goals. He is dedicated to making a difference in his clients’ lives and has helped hundreds of people create purposeful goals and the financial strategies to make them a reality.Greg is passionate about coaching people to reach their potential and take action towards their dreams. He also has a special interest in advising business owners to make their business more profitable and enjoyable. He knows that mastery is a journey and not a destination, that learning is a gift, and taking action on those lessons means results.With over 20 years’ finance experience at some of Australasia’s largest financial institutions, Greg moved to Financial Spectrum for its holistic approach to financial planning and because it takes no commissions from banks or other financial organisations. Because he can focus solely on his clients and not a product catalogue, his advice could range from a strategy for better day-to-day saving, to a more sophisticated investment strategy to guarantee a future for his clients and their families.Greg has a wealth of experience in financial planning, accounting, small business advisory and funds management. He holds a Bachelor of Commerce with a major in Accounting, as well as a Diploma of Financial Planning.When he’s not meeting clients, Greg enjoys spending time with his family and friends, keeping fit, travelling and is an avid reader of the Financial Review.Specialist skills:Strategic financial modellingBudgeting and cash flow managementTax minimisation strategiesFinancial Independence Retire Early (FIRE) strategiesSuperannuation and SMSFTransition to retirement strategiesShare investmentProperty investmentMortgage and borrowingInsurance analysisEstate planningBusiness advisory
Financial Spectrum - Financial Planners Sydney
View- Website:
- financialspectrum.com.au
- Employees:
- 12
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Senior Financial AdvisorFinancial Spectrum - Financial Planners Sydney Aug 2020 - PresentSydney, New South Wales, Australia -
ConsultantStrategic Wealth Alliance Jul 2020 - Sep 2020Consulting -
Fund SpecialistIpg May 2016 - Jun 2020Sydney, AustraliaFunds management and advisory
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Financial Services ConsultantStrategic Wealth Alliance Mar 2011 - Jul 2016Sydney -
Head Of Wealth Management & Superannuation ConsultantMaxmillian Tax Accountants Mar 2012 - Mar 2016Sydney, Australia
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Co FounderMy Money Calculator Jan 2011 - Mar 2016Sydney, AustraliaAn online education hub with calculators to help you get a better understanding of your cash flows, shares and property investments. Make more informed choices when it comes to life and money.Financial Modelling, Investment Education & Content, Investment Property, Self Managed Super Guides, Financial and Tax CalculatorsRoles and Responsibilities: Developing new channels of business, managing B2B relationships, CRM Implementation, lead generation using outbound and inbound strategies, operations and marketing, content creation and review. -
Principal Financial PlannerActive Money Management Aug 2008 - Mar 2011Sydney, AustraliaAn advisory service for high net worth individuals in the area's of financial planning , property, funds management advisory, tax and superannuation.
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Senior AdviserNfs Investment Advisers Aug 2003 - Jul 2008Financial Adviser to clients on funds management, investment strategy and superannuation. With a focus on wealth accumulators and high net worth clients.
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Financial Planning ManagerNab Jan 2001 - Jul 2003Financial Planning manager with business banking. -
Financial PlannnerWestpac 1999 - 2001Financial Planning -
AnalystIbm 1997 - 1999Financial Analyst
Greg S. Education Details
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Diploma Financial Planning -
Bachelor Of Commerce (Accounting And Finance) -
Bachelor Of Commerce (Accounting) -
Real Estate Education & Training NswCertificate Of Registration
Frequently Asked Questions about Greg S.
What company does Greg S. work for?
Greg S. works for Financial Spectrum - Financial Planners Sydney
What is Greg S.'s role at the current company?
Greg S.'s current role is Strategic wealth adviser, helping others grow and succeed.
What schools did Greg S. attend?
Greg S. attended Deakin University, Western Sydney University, University Of New England (Au), Real Estate Education & Training Nsw.
Who are Greg S.'s colleagues?
Greg S.'s colleagues are Modupe Akande, Amy Whitfield, Julie Hall, Alison Smith, Clare Simms, Marisa Broome, James Nader.
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