Greg S. Email & Phone Number
Senior Financial Advisor @ Financial Spectrum - Financial Planners Sydney
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Greg S. Location
- Sydney, NSW, AU
Greg S. Work
- Senior Financial Advisor @ (August 2020 - Present)
- Consultant @ Self (July 2020 - September 2020)
- Fund Specialist @ IPG (May 2016 - June 2020)
- Financial Services Consultant @ (March 2011 - July 2016)
- Head of Wealth Management and Superannuation Consultant @ Maxmillian Tax Accountants (March 2012 - March 2016)
- Co Founder @ (January 2011 - March 2016)
- Principal Financial Planner @ Active Money Management (August 2008 - March 2011)
- Senior Adviser @ NFS Investment Advisers (August 2003 - July 2008)
- Financial Planning Manager @ NAB (January 2001 - July 2003)
- Financial Plannner @ (January 1999 - January 2001)
- Analyst @ (January 1997 - January 1999)
Greg S. Education
- Kaplan
FPC002B: Ethics for Professional Advisers (Financial Adviser Examination -Pass)
2021-2021 - Real Estate Education & Training NSW
Certificate of Registration
2015-2016 - Deakin University
Diploma Financial Planning
2001-2003 - Western Sydney University
Bachelor of Commerce (Accounting and Finance)
1994-1996 - University of New England (AU)
Bachelor of Commerce (Accounting)
1992-1993
Greg S. Skills
- B2B
- Business Development
- Business Planning
- CRM
- Client Relationship Building
- Cloud Computing
- Coaching
- Communication
- Consulting
- Customer Relationship Management (CRM)
- Direct Marketing
- Email Marketing
- Enterprise Software
- Finance
- Financial Advisory
- Financial Modeling
- Financial Planning
- Financial Services
- Insurance
- Investment Properties
- Investments
- Lead Generation
- Management
- Marketing
- Marketing Communications
- Networking
- New Business Development
- Outsourcing
- People Skills
- Private Wealth Management
- Program Management
- Risk Management
- Sales
- Sales Management
- Sales Process
- Small Business
- Social Media
- Strategic Consulting
- Strategic Financial Planning
- Strategy
- Superannuation
- Tax Accounting
- Training
- Wealth Management
- Wealth Management Services
Greg S. Summary
- Greg S., based in Sydney, NSW, AU, is currently a Senior Financial Advisor at Financial Spectrum - Financial Planners Sydney. Greg S. brings experience from previous roles at Self, IPG, Strategic Wealth Alliance and Maxmillian Tax Accountants. Greg S. holds a 2021 - 2021 FPC002B: Ethics for Professional Advisers in Financial Adviser Examination -Pass @ Kaplan. With a robust skill set that includes B2B, Business Development, Business Planning, CRM, Client Relationship Building and more. Greg S. has 1 emails and 3 mobile phone numbers on RocketReach.
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