"Providing consistent engagement and ensuring the most appropriate strategies are executed to your financial objectives is what I am committed to above all else."
Gregory comes from various roles in advisory and equity markets and is now an Associate Adviser for our family office in Domain. 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 Diploma in Financial Planning through Kaplan Business School. Gregory takes pride in building strong relationships and effectively assisting clients achieve their financial objectives through ongoing advice
Services and specialities
- Investment Advice
- Superannuation Advice
- Wealth Management
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
Industry Education & Experience
- Bachelor of Economics and Finance, University of Wollongong, 2014
- Diploma of Financial Planning, Kaplan, 2018
I am employed by Argyle Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Domain. My employer remunerates me as your adviser by way of salary.
- Financial Planning
- Managed Investments
- Margin Lending