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Greg Evers Dip FP JP Greg is the Director of the company and the Senior Financial Planner. He has worked as an Advisor in the financial services industry since 1982. Clients range from young wealth accumulators to aggressive high net worth investors to retirees focused upon capital preservation. On a personal basis, Greg’s family consists of his wife Kellie, and children Emma, Nelson, Nikki and Matthew. His interests outside of wealth management include spending time with his family, Golf, AFL, Rugby League, Cricket and wine collecting. |
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Simon Chiang BBus (Finance) Dip FP JP Simon is a Financial Planner primarily based in the office. Simon is responsible for producing our written recommendations and is generally available in the office to provide ongoing advice to clients when required. Simon has been with the company since 2000. |
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Kellie Evers Kellie is the business Accounts Manager. She also liaises with clients and provides administrative support to the office. Kellie has been working in the business since 1995. |
