Our Team
Greg
Greg has over 20 years experience as a financial planner, with over 35 years of experience in banking and finance. After working in for a leading investment, superannuation and life insurance provider Greg decided to follow his passion for helping out others by making a career switch to financial planning. From wealth creation to retirement planning and everything in between, Greg has the knowledge and experience to help you to achieve your goals and take full advantage of your financial situation.
As well as being a keen supporter of junior soccer and a long time coach, Greg is a regular scuba diver on the Gold Coast. He is also a dedicated family man, especially to his dog Walter.
Greg holds a Diploma from the Australian Insurance Institute, an Advanced Diploma of Financial Planning, and recently passed the FASEA exam.
Greg recently passed the baton to Mikhaila and is working more on the business side of things; while still making time to have coffee with the clients where he can.
Mikhaila
Mikhaila has recently completed her Masters in Financial Planning. She became an adviser in December 2019 after spending many years with us as a client service specialist. She has a keen interest in developing new skills and improving her knowledge of the finance industry.
Mikhaila is responsible for helping you set and achieve your goals, staying on top of the ever changing landscape of financial advice and tending to the needs of her clients.
Outside of work, Mikhaila enjoys scuba diving, rock climbing and travelling. She is at the mercy of her twos Spoodles - Muesli and Theodore (Teddy for short).
Mikhaila has also completed the FASEA exam, and began her academic career with a Bachelor of Science that she utilises to apply a scientific mind to your portfolios.
Jordan
The main player in our client admin team, Jordan is always ready to greet you with a smile and a coffee. She is your first port of call when you contact the office, and has the unenviable position of Centrelink liaison.
On her time off, she enjoys being a sewing extraordinaire, looking after her three dogs: Lanie, Ellie and Winnie and playing hockey.