Greg McCurdy Email & Phone Number
Manager Advice Risk @ Rhombus Advisory Pty Ltd
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Greg McCurdy Location
- North Sydney, NSW, AU
Greg McCurdy Work
- Risk and Compliance Advisory - Manager @ (July 2024 - Present)
- Manager Advice Risk @ (March 2018 - Present)
- Manager Risk and Compliance Advisory @ (March 2018 - July 2024)
- Director and Senior Financial Adviser @ CashPositive (July 2015 - March 2018)
- Director and Principal Financial Advisor @ McCurdy Financial Group Pty Ltd Trading As CASHPOSITIVE (March 2009 - March 2018)
- National Business Development Manager @ SmartPlanner Group (August 2014 - April 2015)
- General Manager and Senior Financial Advisor @ UFS Pty Ltd (April 2005 - March 2009)
- General Manager @ (January 1995 - January 2005)
- Business Development Manager @ AGC Ltd (January 1987 - January 1995)
Greg McCurdy Education
- Kaplan Professional Education
(Advanced Diploma Financial Services (AdvDipFin))
2006-2016
Greg McCurdy Skills
- Wealth
- Financial Planning
- Cash Flow
- Wealth Accumulation
- Insurance
- Superannuation
- Financial Advice
- Income Protection
- Retirement Planning
- Estate Planning
- Wealth Management
- Strategic Financial Planning
- Strategy
- Finance
- Investment Strategies
- Risk Management
- Financial Advisory
- Portfolio Management
- Pensions
- Management
- Financial Services
- Small Business
- Mortgage Lending
- Wealth Management Services
- Investments
- Business Relationship Management
- Financial Process Improvement
- Strategic Business Planning
- Xplan
- Business Operations
- Microsoft Office
- X Tools+
- Staff Leadership And Mentoring
- Regulatory Compliance
- New Business Generation
Greg McCurdy Summary
- Greg McCurdy, based in North Sydney, NSW, AU, is currently a Manager Advice Risk at Rhombus Advisory Pty Ltd. Greg McCurdy brings experience from previous roles at Rhombus Advisory Pty Ltd, Insignia Financial, CashPositive and McCurdy Financial Group Pty Ltd Trading As CASHPOSITIVE. Greg McCurdy holds a 2006 - 2016 Kaplan Professional Education. With a robust skill set that includes Wealth, Financial Planning, Cash Flow, Wealth Accumulation, Insurance and more. Greg McCurdy has 1 mobile phone numbers on RocketReach.
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