M: 0433 838 056
Providing advice compliance and training solutions for financial planning practices and licensees.
M: 0433 838 056
Providing advice compliance and training solutions for financial planning practices and licensees.
Greg is an Advice Compliance Specialist with experience in coaching and training, policy development, reviewing and investigating advice, remediation and complaints resolution. Greg has strong communication and collaboration skills to get the best out of your advisers and the best outcomes for your clients.
Reach out with any questions or to set up a meeting to discuss your needs.
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"Greg was my advice coach for a few years while working with Madison and I cannot rate his advice highly enough. From the time Greg starting assisting, it felt as if his focus was on improving the overall outcome for our clients while at the same time ensuring that my practice grew in a manner that was client centric and profitable.
Greg has always been approachable and has offered invaluable insights into our planning.
looking forward to a long relationship with Greg."
Martin Morris, My Financial Mentors
"I am delighted to recommend Greg as he embarks on his journey to establish his own financial services compliance business. Having worked with Greg as my compliance coach at Madison, I've seen first hand his commitment to achieving the best outcomes for both clients and advisers.
Greg possesses a deep understanding of the Australian regulatory landscape and consistently demonstrates a proactive approach to compliance. His exceptional ability to simplify complex regulations foster trust and collaboration among all stakeholders.
I am confident that Gregs integrity, expertise, and client focused mind set will make his business a valuable asset to the industry. "
Cassandra Sorby-Adams, Wagtail Wealth
" I had the pleasure of working with Greg as my compliance manager for around five years, and I can't recommend him highly enough. Throughout our time together, Greg conducted my annual audits with a level of thoroughness and professionalism that was truly exceptional. His feedback was always invaluable, not only ensuring compliance but also providing clear, actionable insights that helped improve my practice.
What really set Greg apart, though, was his approachable and understanding nature. He was always mindful of the pressures we financial advisers face, and he delivered his feedback in a way that was both constructive and supportive—never in a heavy-handed or intimidating manner. His updates throughout the year were always timely and useful, helping me stay ahead of any regulatory changes.
Now that Greg is working as a consultant, I’m confident that anyone who works with him will benefit from his deep expertise, friendly demeanor, and practical approach."
Ralph Taylor, ASAP Financial Advising
" Can highly recommend Greg as a pragmatic, thoughtful and considered advice coach / AFSL compliance. Greg was very supportive of our business and understood the requirements needed to run a successful financial planning business with a high standard of compliance culture."
Craig Muchamore, i2 Wealth