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Gregory Evers

Financial Adviser

Deacon & Evers Financial Services Group Pty Ltd Trading As Presidential Wealth Management
Sutherland, NSW 2232

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About

Gregory Evers is an ASIC-registered financial adviser dedicated to helping individuals and families in SUTHERLAND and across NSW achieve their financial goals. With a career foundation built on completing the FPA's Introduction to Financial Planning in 1996 and further enhanced by studies with Integratec, Gregory brings a wealth of knowledge and practical experience to every client interaction. Gregory is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions for your unique circumstances. This includes superannuation advice, insurance (Investment Life Insurance and Life Risk Insurance), retirement planning, and Government Debt Securities. He will guide you through complex financial decisions with clarity and confidence. Key services offered: • Superannuation advice to maximise your retirement savings • Comprehensive insurance solutions to protect your assets and family • Expert retirement planning to secure your financial future • Strategic investment advice to grow your wealth • Tailored advice on Government Debt Securities Ready to take control of your financial future? Contact Gregory Evers today for a consultation and discover how his expertise can benefit you.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Insurance solutions Investment strategies

Client Types

Personal Investors

Services

Superannuation Advice Insurance Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000244252

Verify on ASIC Register

Authorised Representative Number

000260947

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Gregory Evers offer?

Gregory Evers provides advice on superannuation, insurance (including Investment Life Insurance and Life Risk Insurance), retirement planning, and Government Debt Securities. He tailors his advice to meet your individual financial needs and goals.

What are Gregory Evers' qualifications?

Gregory's qualifications include: Exemption DFP 1 Introduction to Financial Planning - FPA (1996), DFP 2 - Integratec (1999), Exemption DFP 4 Retirement Planning - FPA (2000), Exemption DFP 3 Investment Planning 1 - FPA (2001), and DFP 5 - Integratec (2002).

How does Gregory Evers approach financial planning?

Gregory takes a personalised approach to financial planning, starting with a thorough understanding of your current financial situation, goals, and risk tolerance. He then develops a tailored strategy to help you achieve your objectives, providing ongoing support and advice along the way.

What should I expect during my first meeting with Gregory?

During your initial consultation, Gregory will discuss your financial goals, gather information about your current situation, and explain his approach to financial planning. This meeting is an opportunity for you to ask questions and determine if Gregory is the right fit for your needs.

Can Gregory Evers help me with my retirement planning?

Yes, Gregory specialises in retirement planning and can provide expert advice on superannuation, retirement savings accounts, and strategies to help you achieve a comfortable and secure retirement.

Get in Touch

Contact Gregory directly for personalised advice.

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.