Greg Bennett

Greg has been a financial adviser since 2018, growing his skills with ongoing education and a client-first approach along the way. Greg firmly believes that a goal without a plan is just a wish. As a result, he partners with clients to create and update tailored plans to address their needs and wishes.

Greg takes the time to listen, understand the why, and then evaluate strategic opportunities for clients. He communicates complex ideas carefully, ensuring that his advice is of a high quality whilst also being understood. Greg is motivated by sharing in his client’s successes and navigating the highs and lows of new life stages.

On the weekends you will find Greg deriving his mood based on the performance of the Arsenal Football Club, practicing a novice golf swing, spending time with his wife and giving back to his local community.

Greg holds a Bachelor of Business, Diploma of Financial Planning, and margin lending accreditation. He is currently finishing his Graduate Diploma of Financial Planning.