Greg Meale
Financial Advisor at Mba Wealth Solutions
Based in New South Wales, Australia
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Seniority
Staff
Department
Finance & Accounting
Location
New South Wales
Industry
Financial Services
Company size
6
Contact information
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g•••••••@mbawealthsolutions.com.au
Phone
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Background
About Greg Meale
I have been a Financial Advisor for 25 years, I joined a dynamic Central West NSW Financial Advisory business MBA Wealth Solutions in April 2020, after having worked with NAB Financial Planning for just over 11 years. I have achieved National recognition for my success. Prior to his time at NAB I held practice management roles with State Super and the Commonwealth Bank. Over the years I have helped hundreds of clients achieve their financial goals. Having been a Financial Planner for 25 years, I have great insights into the needs of clients and the industry as a whole. I have also coached and mentored a number of planners who have become highly successful in the industry. I enjoy interaction with clients and derive great pleasure in helping them and their families achieve their financial goals. I am a CFP Professional with the FPA. Areas of expertise include: Superannuation, including SMSF Strategic Financial Planning Income & Wealth Protection Pre & post retirement planning Investments Debt & loan management Wealth Building Estate planning Tax minimisation
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