With over 15 years’ experience in wealth management, Greg is a highly driven and enthusiastic professional with a passion for financial markets and people. His goal is to provide clear strategies, enhanced governance and exceptional investment advice to his clients and their families, with a focus on disciplined asset allocation.
Greg became a partner at LGT Wealth Management in 2020 following 13 years as a senior investment adviser at Commonwealth Bank where he built and maintained a select but diverse client portfolio of high-net-worth individuals, family offices and not-for-profit organisations and associations. These clients are domiciled Australia-wide.
Greg has a Batchelor of Business degree, a Graduate Diploma in Financial Planning, and is a member of the Stockbrokers and Financial Advisers Association and the Tax Practitioners Board.
