"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.
Services and specialities
- Fixed Interest and Cash Management
- Portfolio Administration
- Superannuation Advice
- Wealth Management
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.
Industry Education & Experience
- Diploma of Financial Markets, Securities Institute of Australia, 1999
- Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
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 as your adviser by way of salary.
- Derivatives Level 1
- Derivatives Level 2
- Managed Investments
- Margin Lending