Director & Strategic Advisor
I get a real sense of enjoyment from the thought of embarking on a 20+ year professional relationship with a new Client. Helping them to understand how the relationship between taxation and investment advice can enable them to achieve their financial and lifestyle goals is a rewarding experience. I feel a genuine sense of pride for the service delivery that we at 360Private offer.
Greg specialises in providing tax, investment, structural and lifestyle advice to high net worth Clients and family groups. With excellent communication skills and the confidence to present alternate models to clients, Greg works hard to ensure the best possible outcomes for businesses (Small and Medium Enterprises), families and professionals alike.
As a Chartered Accountant, Member of the 360Private Internal Investment Committee and a Member of FINSIA, Greg understands intrinsically the interlinked workings of the individual, business and family. He prides himself on building appropriate wealth creation strategies that stretch across each of these areas.
With experience acting in a Directorial and Secretarial role for a number of clients who require high level advice on their responsibilities to shareholders, Greg is also able to offer his services in this regard.
A member of the Glenelg Golf Club Management Committee, Greg is a keen golfer... when family sporting commitments permit! Along with his wife Tanya, he also has a small interest in Samuel's Gorge winery, a boutique producer in the Mclaren Vale district with a welcoming and relaxed cellar door and beautiful views over rolling hills – not to mention great wine!