Greg is known for the close personal relationships he develops with his clients and his commitment to understanding their needs and aspirations. Friendly and approachable, Greg says “no two clients are ever the same”. He enjoys customising solutions to clients’ needs and seeing them reach their goals.
Greg heads Accru Felsers Financial Planning, Accru Felsers high net worth advisory practice which manages in excess of $200 million in client funds. He specialises in providing tailored advice to clients who are looking to create or protect their wealth.
Greg’s expertise includes taxation, retirement planning, SMSF strategies, investment advice, asset protection and cash flow management. This unique combination of skills enables him to devise highly tax-effective wealth creation and management strategies so clients can plan their retirement with confidence.
Greg has many clients in the medical, pharmacy, retail and legal fields. With his broad expertise and deep industry knowledge, he is able to look after his clients business and personal financial affairs, including advising on business growth and performance.
Greg is a regular writer and speaker on taxation matters affecting the medical profession, superannuation reform and retirement planning in Australia.
You can follow Greg on Twitter.
Professional qualifications and memberships
- Bachelor of Business
- Chartered Accountant, Member of Chartered Accountants Australia and New Zealand
- Registered Tax Agent
- Member of the Self Managed Super Funds Professionals of Australia
- Authorised Representative, Accru Felsers Financial Planning Pty Ltd