Greg Newbury
Financial Adviser
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About
Greg Newbury is an ASIC-registered financial adviser based in Sydney, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business from UTS (1989) and completion of the CA Program at the Institute of Chartered Accountants (1991), Greg brings a wealth of knowledge and experience to his practice. He further holds the designation of Certified Public Practitioner (2004) and has completed specialized training in Securities and Managed Investments (2009) and Ethics and Professionalism in Financial Advice (2024). Greg is authorized to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in crafting personalised strategies to help you navigate the complexities of the financial landscape and achieve long-term financial security. Key services include: • Superannuation Advice • Insurance Solutions • Wealth Management • Retirement Planning • Investment Advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance and superannuation, Greg is here to provide expert advice and support. Contact Greg today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Greg Newbury offer?
Greg Newbury provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities.
What qualifications does Greg Newbury have?
Greg Newbury holds a Bachelor of Business from UTS, is a CA Program graduate of the Institute of Chartered Accountants, a Certified Public Practitioner, and has completed specialized training in Securities and Managed Investments, as well as Ethics and Professionalism in Financial Advice.
How can Greg Newbury help me with my retirement planning?
Greg can help you develop a comprehensive retirement plan that considers your current financial situation, desired lifestyle, and risk tolerance. He will provide guidance on superannuation, investments, and strategies to ensure a comfortable retirement.
What is the process of working with Greg Newbury?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Greg will then develop a tailored financial plan and provide ongoing support to help you achieve your objectives. Regular reviews will ensure your plan remains aligned with your evolving needs.
What can I expect when working with Greg Newbury?
You can expect personalized, professional advice that is tailored to your specific needs and goals. Greg is committed to providing transparent and ethical guidance, helping you make informed decisions about your financial future.
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