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Gregory Harris
MAppFin(FP) BBus(Acc)
CERTIFIED FINANCIAL PLANNER®
I am supported by a team of professional finance specialists. This unique team approach ensures you receive the best advice for every part of your financial plan..
Gregory is a CERTIFIED FINANCIAL PLANNER®. He enjoys simplifying the many complexities of financial situations to ensure his clients gain a thorough understanding, and are well informed of the personal strategies developed to assist in meeting their finanial needs and objectives.
Investment Style
Gregory adheres to a disciplined investment framework using a broad network of quality investment and economic information. He will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile.
Services and Specialties
Retirement and Estate Planning
Stockbroking
Personal Insurance
Superannuation Advice
Wealth Management
Financial Planning
Qualifications and Professional Affiliations
Bachelor of Business (Accounting)
Master of Applied Finance (Financial Planning)
CERTIFIED FINANCIAL PLANNER®
Associations
Member of the Financial Advice Association Australia
Competencies
Superannuation
Generic
Financial Planning
Margin Lending
Derivatives Level 1
Life Insurance
Securities
Managed Investments
I am a partner of Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. My employer remunerates me by way of salary. As a shareholder of Mid Coast Money Management Pty Ltd, I may be entitled to a share of profits. As a Partner of Mid Coast Money Management Pty Ltd, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
