Authorised Representative of Consultum / Director of Whitehorn Polglase / CFP®
Greg has been involved in the financial services industry since 1981. As well as helping people from all walks of life plan and transition into retirement, Greg specialises in assisting WA Government employees maximise the significant tax benefits they can obtain to boost their retirement savings. “My parents worked in the WA Education Department all their working lives, so I learned very early all the intricacies of the Gold State and West State super funds. Certain GESB members who have reached the preservation age don’t realise that they have a unique opportunity to save thousands of dollars in tax annually by simply using the strategies already available to them” Greg helps GESB members understand these key areas and then put the strategies in place so they have a much greater chance of achieving their goals. “It’s a great feeling to be help people plan their future and I help make retirement the best years of their lives”.
Cameron joined with a keen interest for the numbers side of personal finance, but after working in the industry for several years, understands that the real value of advice is in the emotional transformation clients go through. “Financial advice is such a wonderful area because you guide people, who are often scared and confused, to then take a massive weight off their shoulders and give them the confidence to properly enjoy the retirement they’ve worked their whole lives to achieve.” Outside the office, Cameron is a keen Rotarian and spends his weekends training as a Combat Engineer in the Army Reserves.
Liz has an integral role in the development of our business. She’s able to build an easy rapport with our clients and ensures they receive the very best services. Clients love her happy, friendly manner backed up by an attention to detail which ensures she delivers on the promise at all times.
Client Support Manager
Brenton joined the team in March 2019 after completing his Diploma of Financial Planning and Bachelor of Commerce (Accounting). While continuing his studies to become a CERTIFIED FINANCIAL PLANNER®, he is learning the ropes by assisting Greg with his duties. Working within a small team allows him to develop his skills faster, while being able to build a closer relationship with clients than is possible in larger firms.
He is a mad West Coast Eagles supporter and loves everything about film and television production.