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
- 2024 -now Risk and Compliance Advisory - Manager @
- 2018 -now Manager Advice Risk @
- 2018 -2024 Manager Risk and Compliance Advisory @
- 2015 -2018 Director and Senior Financial Adviser @
- 2009 -2018 Director and Principal Financial Advisor @ McCurdy Financial Group Pty Ltd Trading As CASHPOSITIVE
- 2014 -2015 National Business Development Manager @ SmartPlanner Group
- 2005 -2009 General Manager and Senior Financial Advisor @ UFS Pty Ltd
- 1995 -2005 General Manager @
- 1987 -1995 Business Development Manager @ AGC Ltd
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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Barry Hine
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Greg McCurdy
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Simon Edwick
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Domenic D'Anna
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Thomas Wang
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Geoffrey Lewis
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