Greg Batterham
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Greg Batterham is an ASIC-registered financial adviser dedicated to helping individuals and families in Blackalls Park and across Australia achieve their financial goals. With a Master of Business (Banking & Finance) from the University of Technology Sydney (UTS) obtained in 1997, coupled with an Advanced Diploma of Financial Planning completed in 2016, Greg possesses a strong foundation of knowledge and experience in the financial services industry. He also holds a Diploma of Financial Services (Financial Planning) and a Certificate IV in Financial Services (Finance/Mortgage Broking). Greg is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also experienced in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This allows him to create tailored financial strategies that address your unique needs and aspirations. Key services Greg offers: • Superannuation advice • Retirement planning • Insurance solutions • Wealth management strategies • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on protecting your family's future, Greg can help. Contact Greg today to schedule a consultation and take the first step towards financial security.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Greg Batterham offer?
Greg specialises in superannuation advice, retirement planning, insurance, and wealth management. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Greg Batterham have?
Greg holds a Master of Business (Banking & Finance) from UTS, an Advanced Diploma of Financial Planning, a Diploma of Financial Services (Financial Planning), and a Certificate IV in Financial Services (Finance/Mortgage Broking).
What is involved in Greg's financial planning process?
The process typically involves an initial consultation to understand your financial goals and current situation, followed by the development of a tailored financial plan. Greg will then help you implement the plan and provide ongoing support and reviews to ensure it remains aligned with your needs.
How can Greg help me with my superannuation?
Greg can provide advice on various aspects of superannuation, including choosing the right fund, consolidating your super accounts, and developing a retirement income strategy.
What should I expect during my first meeting with Greg?
During your first meeting, Greg will take the time to understand your financial situation, goals, and risk tolerance. He will also explain his services and how he can help you achieve your financial objectives. It's a great opportunity to ask questions and determine if Greg is the right financial advisor for you.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.