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Gregory Kouroulis
BEcon&Fin GradDipFP
Private Client Adviser
Providing consistent engagement and ensuring the most appropriate strategies are executed to your financial objectives is what I am committed to above all else.
As a Private Client Adviser for our family office in Domain, Gregory provides holistic wealth management solutions. He holds a Bachelor of Economics and Finance with majors in Quantitative Analysis in Economics and Finance from the University of Wollongong and has also completed his Graduate Diploma in Financial Planning through Kaplan Business School. Gregory takes pride in building strong relationships and effectively assisting his clients achieve their financial objectives through ongoing advice.
Investment Style
Gregory is committed to providing strategic advice tailored to the client's financial objectives and needs. Utlilising a combination of fundamental and technical skills, Gregory focuses on developing a holistic strategy with emphasis on active investment management
Services and Specialties
Personal Insurance
Stockbroking
Wealth Management
Superannuation Advice
Investment Advice
Self-Managed Super Funds
Qualifications and Professional Affiliations
FPC003 Superannuation and Retirement Advice
Graduate Diploma of Financial Planning
Bachelor of Economics and Finance
928 Margin Lending
Diploma of Financial Planning
Ethics and Professionalism in Financial Advice
Associations
No items found.
Competencies
Life Insurance
Tax (financial) Adviser
FASEA Financial Adviser Exam
Generic
Superannuation
Margin Lending
Managed Investments
Financial Planning
Securities
ASIC Financial Advisers Register
I am employed by Argyle Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Domain. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
