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
- 2020 -now Senior Financial Advisor @
- 2020 -2020 Consultant @ Self
- 2016 -2020 Fund Specialist @ IPG
- 2011 -2016 Financial Services Consultant @
- 2012 -2016 Head of Wealth Management and Superannuation Consultant @ Maxmillian Tax Accountants
- 2011 -2016 Co Founder @
- 2008 -2011 Principal Financial Planner @ Active Money Management
- 2003 -2008 Senior Adviser @ NFS Investment Advisers
- 2001 -2003 Financial Planning Manager @
- 1999 -2001 Financial Plannner @
- 1997 -1999 Analyst @
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. 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. Greg S. has 1 emails and 3 mobile phone numbers on RocketReach.
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