We are always happy to take a call and talk about your situation and needs. Please don’t hesitate to get in touch.
Eureka Whittaker Macnaught Pty Ltd and Eureka Financial Group Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. https://fortnum.com.au
To provide our clients with the best advice to help them achieve their goals, while building long lasting and trusted professional relationships.
To be recognised as a leading advice practice and spearhead in the evolution of our industry into a profession.
Eureka Whittaker Macnaught has embraced our profession’s Code of Ethics and underlying values:
To place our clients’ best interests at the centre of everything we do.
To conduct ourselves with uncompromising integrity and to follow the highest standards of ethical conduct.
To commit ourselves to excellence and continuous improvement.
Greg is one of our business founders. He’s a Certified Financial Planner and our Chief Executive. During the last three decades Greg has helped take financial planning from an industry to a profession. He is a member of the Financial Planning Association’s Conduct Review Commission, the profession’s disciplinary body, and is a current member of Kaplan’s
editorial committee. Greg is also President of Lindfield Cricket.
“I love meeting new clients and helping them achieve their objectives.”
Andrew is a senior financial planner and the Finance Director of Eureka Whittaker Macnaught. He is a self-managed superannuation expert. Andrew has a passion for creating successful Retirement Road Map plans for individuals, families and small business owners as they look to transition away from the workforce towards the next chapter of their life.
“It’s a privileged position, being given the responsibility to help clients achieve financial freedom.”
Sally is a Certified Financial Planner, and General Manager, Advice/Operations of Eureka Whittaker Macnaught. Sally has worked in financial planning since 2001. Prior to joining Eureka in 2013, she worked with Whittaker Macnaught for 9 years. Sally is highly motivated
to assist clients in achieving what is important to them, and believes in tailored financial advice, not a onesize-fits-all approach. Sally is one of Eureka Whittaker Macnaught’s Aged Care Specialist planners.
“I feel rewarded seeing clients achieve their dreams, our people progressing in their careers and building a greater profession.”
We hold affiliations and relationships with these partners:
We are licensed with Fortnum Private Wealth. They have won the prestigious CoreData Licensee of the Year Award for three consecutive years. Fortnum Private Wealth are not aligned to any product manufacturers and they provide us with an extensive, well-researched list of solutions to recommend to clients.
The wider AZ NGA advisory community benefits our clients by giving them access to discounted
product with investment and superannuation platforms.
Eureka Whittaker Macnaught also works alongside Industry Funds who share our client first philosophy. We provide comprehensive strategic financial planning advice to their members.
39
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IN BUSINESS
120
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EXPERIENCE
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Tel. 1800 621 807