Greg Nunan Email & Phone Number
Senior Financial Planner CFP® LRS® Life Risk Specialist @ Peer Wealth
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Greg Nunan Location
- Sydney, NSW, AU
Greg Nunan Work
- Senior Financial Planner CFP® LRS® Life Risk Specialist @ (November 2023 - Present)
- Expert witness (July 2009 - Present)
- Business Development Manager @ (January 2022 - November 2023)
- Senior Financial Planner and Principal @ (July 2015 - August 2019)
- Senior Financial Planner CFP® LRS® Life Risk Specialist @ (March 2012 - August 2019)
- Responsible Manager @ (August 2012 - August 2016)
- Head of Insurance CFP®LRS®Life Risk Specialist @ (March 2015 - June 2017)
Greg Nunan Education
- St Patricks
- Trinity Lismore
Greg Nunan Skills
- Tax-advantaged Investment Strategies
- Money Management
- Investment Policy Statements
- Trust Services
- Due Diligence
- Funding
- Estate Planning
- Wealth Management
- Superannuation
- Investment Banking
- Pensions
- Stockbroking
- Financial Risk
- Insurance
- Financial Coaching
- Simple IRA
- Derivatives
- Traditional IRA
- Wealth
- Retirement Planning
- Charitable Gift Planning
- Private Equity
- Investment Strategies
- Series 65
- Strategic Financial Planning
- Asset
- Investment Policy
- Fiduciary
- Development
- Business Development
- Credit Risk
- Financial Services
- Strategic Financial
- Tax Advantaged Investment Strategies
- Services
- Tax Advantaged
Greg Nunan Summary
- Greg Nunan, based in Sydney, NSW, AU, is currently a Senior Financial Planner CFP® LRS® Life Risk Specialist at Peer Wealth. Greg Nunan brings experience from previous roles at Self Employed, Integrity Life and Fitzpatricks Private Wealth. Greg Nunan holds a St Patricks. With a robust skill set that includes Tax-advantaged Investment Strategies, Money Management, Investment Policy Statements, Trust Services, Due Diligence and more. Greg Nunan has 2 emails and 2 mobile phone numbers on RocketReach.
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