Greg was one of the Founding Partners of Lachlan Wealth Management in 2004, later to become Lachlan Partners. Greg has been a Senior Financial Advisor for over 20 years with Deutsche Bank & Godfrey Pembroke prior to 2004. He has completed a Advanced Diploma of Financial Services and is an Associate of the FPA.

He specialises in Self-Managed Superannuation Strategies & Portfolio Management and is an Accredited SMSF Specialist through SPAA (Self-Managed Super Fund Professionals Association of Aust. Ltd.), as well as sitting on the Victorian Chapter Committee.

Greg takes a keen interest in driving the Firm’s Specialist knowledge in this area of the ever-expanding Superannuation Industry. Greg also enjoys the Consulting role he has to a number of Legal Firms where he advises and presents on SMSF Succession Planning Strategies.

Greg sits on Lachlan Partners Investment Committee.

"I enjoy the relationship approach we have with our clients."

"For certain clients self-managed super can be a smart way to invest.
The rewards can be extremely worthwhile.""