"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.
Services and specialities
- Financial Planning
- Personal Insurance
- Retirement and Estate Planning
- Stockbroking
- Superannuation Advice
- Wealth Management
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.
Industry Education & Experience
Qualifications
- Master of Applied Finance (Financial Planning), Charles Sturt University, 2014
- TASA and the TPB Code of Professional Conduct, Kaplan, 2017
- CERTIFIED FINANCIAL PLANNER®, FPA, 2016
- Bachelor of Business (Accounting), Charles Sturt University, 2010
Professional Associations
- Member of the Financial Advice Association Australia
Approved Competencies
- Derivatives Level 1
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am an employee and Partner (shareholder) of Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. I am remunerated as your adviser by way of salary and I am eligible to participate in a bonus scheme depending upon performance. As a shareholder I may be entitled to a share of profits.