Adv. Dip FP, B.Com, Dip FP
Gina has been in the Financial Services Industry for over 15, with 7 years’ experience as a Financial Planner. She has a Bachelor’s Degree with specialisation in Marketing Management and a Postgraduate Diploma in Financial Planning. She is a highly competent, qualified and motivated Financial Services Professional and Analyst with proven success in delivering exceptional financial advice and analysis to a diverse range of clients of leading financial services institutions.
Gina specialises in Superannuation, Defined Benefit, Personal Insurance, Managed Fund, Budgeting and Cash Flow advice. She values and respects the impact that she can have on a client’s overall wellbeing, and strives to consistently achieve the best possible result for them in all aspects that she is responsible for when it comes to their financial wellbeing.
CA, CPA, Grad Dip ATL
Greg is a Public Practitioner Accountant and Tax Agent with over 25 years experience in working with individuals, small and medium businesses, not for profit organisations and SMSFs in delivering for their diverse financial needs. Having worked with the good, the bad and the indifferent, Greg knows what is required to effect success and can add great value.
Greg is a believer in the value of planning, regular review and building strategies to effect continuous improvement.