Greg’s professional career began as a Chartered Accountant in 1984, including small business specialization, overseas experience with KPMG and progression to Principal role with Investor Group (aka as WHK and now Crowe Horwath).
With that background, Greg pursued a holistic financial planning role from 2002. In 2004 Greg became Principal of the business when he joined OHM Australia Financial Services, so has been in the current role for 10 years, the later 2 years under the Partners Wealth Group umbrella.
Advanced Diploma of Financial Planning, Graduate Certificate of Financial Planning
Office: 03 8508 7870
Mobile: 0431 589 145
Commencing and cementing his professional career at ANZ as a Financial Planner, Peter has been driven by providing holistic and tailored personal advice that delivers real results for his clients. Peter has consistently focused on working closely with clients to help identify and achieve their short, medium and long term goals. He continues to foster relationships and has a keen interest in providing strategic solutions that ensure optimum success.
Authorised representative number: 338251
Credit representative number: 493326
Bachelor of Commerce (Honours), Diploma of Financial Services (Financial Planning)
Office: 03 8508 7870
Mobile: 0426 826 244
After 10 years in financial services, including five years working as an industry analyst in Europe, Luke returned to Australia in 2010 to financial advisory. He joined Partners Wealth Group in 2014 after four years with Equity Trustees and now provides holistic wealth management advice to individuals and families at Partners OHM. Coming from an economics background Luke is adept at communicating complex financial concepts and educating clients about the benefits of proposed strategies to give them the confidence to pursue their financial goals.
Authorised representative number: 386589
Credit representative number: 468403
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the objectives, financial situation or needs of any particular person.You need to consider your financial situation
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PRPIA Pty Ltd ABN 61 144 888 433
Corporate Authorised Representative
Charter Financial Planning Limited ABN 35 002 976 294
Australian Financial Services Licensee Licence number 234665
Principal Address: Level 22 / 33 Alfred Street, Sydney, NSW 2000