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Greg Thomas
Senior Private Client Adviser
I view myself as a strategic long-term partner to your financial goals. Adopting a holistic investment approach and adapting to your changing personal circumstances.
Greg joined Morgans in 2018 having been a stockbroker / investment adviser to private clients across regional NSW since 2005. Before this he worked in Sydney in the equity and fixed interest departments as an Institutional Derivatives Adviser to many well-known Australian and international banks and financial institutions.
Investment Style
Having gained a bedrock of experience advising financial institutions and managing risk through many tumultuous events in the nineties and early-noughties (including the Asian currency crisis, technology crash and the Iraqi wars), Greg then moved into private client wealth management in 2005. Greg applies this global economic experience and prudent risk management collectively with your personal circumstances to provide comprehensive investment advice.
Services and Specialties
Stockbroking
Options
Portfolio Administration
Superannuation Advice
Fixed Interest and Cash Management
Wealth Management
Qualifications and Professional Affiliations
Diploma of Financial Markets
Ethics and Professional Relationships
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Superannuation
Generic
Margin Lending
Tax (financial) Adviser
FASEA Financial Adviser Exam
Derivatives Level 3
Derivatives Level 2
Securities
Managed Investments
ASIC Financial Advisers Register
Derivatives Level 1
I am employed by North-West Stockbroking Services Pty Ltd, which has a consultancy arrangement with New England Investor Services Pty Ltd which operates the business of Morgans Financial Limited - Armidale. My employer remunerates me by way of salary.
