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Greg Evers JP As Director and Senior Financial Planner at Presidential Wealth Management, Greg has been advising clients in the financial services industry since 1982. His extensive experience allows him to support clients through many stages of life, whether they are building wealth, managing significant investments, or planning for a secure retirement. Greg takes a practical, relationship-focused approach to advice and works with clients whose needs range from wealth accumulation to capital preservation in retirement. Away from the office, Greg enjoys spending time with his wife Kellie and their children Emma, Nelson, Nikki and Matthew. He is also a keen follower of golf, AFL, rugby league and cricket, and enjoys collecting wine. |
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Simon Chiang BBus (Finance) JP
Simon is a Financial Planner and the Practice Manager at Presidential Wealth Management. Based primarily in our Sutherland Shire office, he manages the practice’s day-to-day operations and prepares the written recommendations that form an important part of our advice process. Simon has been with the practice since 2000 and has been authorised to provide financial advice since 2005. He is generally available in person or by phone to support clients with ongoing advice and questions. Away from the office, Simon values time with his young family and enjoys golf, and making coffee. |
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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. |