Gregory Thompson

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Authorised Representative: 000259231

Private Client Adviser

"My mission is to partner with clients to help them take control of their finances. I provide clear, personalised and comprehensive advice designed to meet their wealth management needs."

I commenced working in the Financial Services Industry in 2001 when I joined Morgans Merimbula. Previously I spent 13 years in Federal Government Finance policy areas. I have completed a Bachelor of Commerce (Honours) degree from the University of NSW, and a Graduate Diploma in Financial Planning at the ANU, I enjoy playing golf and am heavily involved in the local community.

Services and specialities

  • Fixed Interest and Cash Management
  • Personal Insurance
  • Portfolio Administration
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Stockbroking

Investment Style

I like to get to know the client and establish a long term relationship aimed at maximising opportunities for the client to achieve lifestyle goals - developing a financial strategy and mix of investments to meet the client's objectives in the most secure way possible. I have a particular interest in Superannuation and Government Welfare support.

Industry Education & Experience

Qualifications
  • Bachelor of Commerce (Honours), UNSW, 1983
  • DFP5v1 Tax for Financial Advising, Kaplan, 2016
  • TASA and the TPB Code of Professional Conduct, Kaplan, 2016
  • Graduate Diploma of Financial Planning, Australian National University/ SIA, 2001
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Baydell Pty Ltd which operates the business of Morgans Financial Limited - Merimbula. My employer remunerates me as your adviser by way of salary and percentage of fees. As a shareholder of Baydell Pty Ltd, I may be entitled to a share of profits.