Greg Armstrong

Background

About Greg Armstrong

With over 20 years of experience as a financial advisor and private banker within the Macquarie Group (and now with Findex Advice Services) I have developed a broad set of skills in private wealth management, client relationships and financial planning. I’ve built expertise in assisting clients who are moving toward or within the retirement phase of their lives. I work with both individual clients and Self Managed Super Funds (SMSFs). I provide well balanced, tailored investment portfolios while developing deep and long-lasting client relationships. I believe the best way to support current clients is to engage, educate and advise them on how to achieve optimal long term retirement solutions. A key part of my success has been keeping up to date with progress and changes in technical and compliance issues. I hold a Graduate Diploma in Applied Finance from Kaplan Professional and am accredited by ASIC and the Financial Planning Association of Australia. I am passionate about delivering exceptional client outcomes, building long-term relationships, and staying abreast of the latest market trends and opportunities. My core personal values are integrity, professionalism, and excellence. I enjoy working with a diverse and talented team of colleagues and partners, while contributing to the growth and success of the organisation.