Based in Tamworth and Walcha, Greig is a Senior Financial Adviser with PKF Wealth and is responsible for investment, life insurance and retirement planning advice.
A Certified Financial Planner® since 2007, Greig has been working in financial advisory for over 15 years in a variety of roles in firms ranging from small independent boutiques to private wealth in the Sydney CBD.
From this diverse professional background, Greig has selected the most effective elements to apply on the ground for clients today.
Greig’s goal is the best outcome for clients, and he achieves this by developing a strong understanding of his client’s needs and objectives, both personal and financial, and then implementing this with conservative investment strategies designed for long term success.
Authorised by PKF Wealth TMW Pty Ltd (AFSL No: 515733) to provide financial advice and services relating to managed investments, superannuation, Self-Managed Superannuation Funds, securities, risk insurance, deposit products, retirement savings and margin loans. ASIC Authorised Representative number: 270961
Professional Memberships and Qualifications
Certified Financial Planner (CFP)
Fellow of Financial Services Institute of Australia
Bachelor of Commerce