Greg Batterham
Contact details for Greg
With over 35 years direct experience in financial markets in Australia and overseas including the last 14 years as a financial advisor and business owner, Greg is a highly accomplished Financial Planner & Practice Owner. Armed with a comprehensive university education in finance and a passion for helping clients secure their financial futures, Greg has consistently demonstrated expertise, dedication, and an unwavering commitment to the success of his clients.
Education and Expertise
Greg holds a Masters of Business in Finance and Banking from University of Technology Sydney, Advanced Diploma of Financial Services (Financial Planning) and successfully completed FASEA exams in 2021. This rigorous academic background, combined with a relentless pursuit of knowledge in the ever-evolving financial landscape, equips Greg with the latest strategies and insights to empower clients in achieving their financial objectives.
Kimberly Shen
Contact details for Kim
My journey in the financial planning industry began as a paraplanner in a prominent financial planning firm shortly after earning my Commerce Degree with Honors from the University of Newcastle in 2010. My journey continued as I evolved into an Associate Planner in 2014, actively participating in joint meetings with practice planners. In 2016, I furthered my education and embraced a role as a Financial Advisor. My passion for assisting clients in achieving their financial goals grew, and I thrived in this capacity.
Post-Royal Commission, I made the strategic decision to depart from a larger licensee and establish my own financial planning business, operating under the guidance of a non-aligned licensee while holding FASEA qualifications. This transition allows me to offer the highest level of personalized service and financial expertise to my valued clients.
I am committed to providing exceptional financial guidance and
service to help individuals and families secure their financial future. If
you're seeking expert advice tailored to your financial needs, please don't
hesitate to get in touch with me. I look forward to assisting you on your
journey to financial success.
