Andrew Greig
Financial Adviser
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About
Andrew Greig is an ASIC-registered financial adviser based in Camberwell, VIC, dedicated to helping clients achieve their financial goals. With a Bachelor of Business (Financial Planning) from RMIT (2002) and certification as a Certified Financial Planner (CFP) from the Financial Planning Association of Australia (2004), Andrew brings a wealth of knowledge and experience to his practice. Further qualifications include Margin Lending and Geared Investments and Accredited Listed Product Adviser Program certifications from Kaplan Professional Education, plus specialist knowledge of Self Managed Superannuation Funds gained through the Investment Banking Institute. Andrew is a member of the Financial Advice Association of Australia (FAAA) and the Mortgage & Finance Association of Australia, demonstrating his commitment to upholding the highest professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Andrew today to schedule a consultation and discover how he can help you build a secure and prosperous tomorrow.
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Frequently Asked Questions
What types of financial advice does Andrew Greig offer?
Andrew Greig provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, and retirement savings accounts. He can help you with all aspects of your financial planning needs.
What are Andrew Greig's qualifications?
Andrew holds a Bachelor of Business (Financial Planning) from RMIT, is a Certified Financial Planner (CFP), and has completed specialist training in margin lending, geared investments, listed products, and self-managed superannuation funds.
How does Andrew Greig work with clients?
Andrew works closely with his clients to understand their individual circumstances, financial goals, and risk tolerance. He then develops a tailored financial plan designed to help them achieve their objectives.
What professional associations is Andrew Greig a member of?
Andrew is a member of the Financial Advice Association of Australia (FAAA) and the Mortgage & Finance Association of Australia.
What can I expect from my first meeting with Andrew Greig?
During your initial consultation, Andrew will take the time to get to know you and your financial situation. He'll discuss your goals and objectives, and answer any questions you may have about his services and approach.
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