Greg Woods

Greg Woods

Financial Planner

Strategem Wealth Advisers
“Our goal is simple, it is to maximise the probability of you achieving your financial goals and assisting you in making wise financial decisions about money” – Greg Woods

 

What distinguishes Greg Woods from other Financial Planners is his sound understanding of financial strategies, from wealth creation through to wealth preservation. Whether you are in the early stages of wealth accumulation, have a family you want to provide for and protect or if are planning your retirement, Greg can help you achieve your lifestyle and financial goals.

His firm belief is that through establishing and maintaining relationships and building absolute confidence and trust with his Clients, he provides a superior financial planning service.

Greg holds a Bachelor of Science Degree and completed a Diploma of Financial Advising with the Securities Institute of Australia, and is an Associate Practitioner Member of the FPA.

He is a Senior Financial Planner who has over 30 years’ experience within the Financial Services Industry, with over 10 years spent working with the world’s largest bank in their Wealth Management Division.
In Greg’s Words:

“I am married, and have been for 23 years to Jo-Anne, and have 2 wonderous children whom I am absolutely devoted to, they are my motivation and inspiration.
I have been in the Financial Services industry since graduating from University in 1984, joining the well respected life insurance organisation Friends Provident Life Office.

During my career I have worked within such organisations as AMP, Westpac, Citigroup, Godfrey Pembroke and Challenger, however the desire to provide quality financial services and solutions to my client’s led me to set up Strategem Wealth Advisers Pty Ltd and operate through Fiducian Financial Services Pty Ltd, an advisory services group very closely aligned with my personal ethos and beliefs”

Website: www.fiducianfs.com.au 

Email: greg.woods@fiducianfs.com.au

Phone: 02 9310 0144