Grey Swan

Greg Swan is a highly experienced Financial Adviser with more than 30 years’ experience in the financial services industry. He began his career by establishing his own specialist life-risk advisory business in 1995, later merging with three other Southeast Queensland practices to form a larger, collaborative advice group. In 2007, Greg transitioned into senior corporate roles—including serving as Head of an AFSL for a decade—where he broadened his leadership and regulatory expertise.

In recent years, Greg has returned to client-facing advice, providing strategic guidance to families, high-net-worth individuals and business owners. He is passionate about understanding each client’s unique circumstances and delivering tailored risk advice that empowers them to grow, protect and preserve what matters most. His approach is grounded in clarity, empathy and long-term partnership.

Greg holds a Diploma of Financial Planning from Deakin University and is currently completing a Graduate Diploma of Financial Services, further strengthening his technical capability and commitment to professional development.

Outside of work, Greg is a devoted husband to Jen and proud father to Madeleine and Hayden. When he’s not supporting clients, he enjoys ultra-running—when the body cooperates—and spending time outdoors hiking with his family. Nature, keeping active and family connection are the threads that keep him balanced and energised.

Authorised Representative No. 335813