CFP, DipFP, LRS, FPA Fellow, JP
Greg is a financial planner, Eureka co-founder, and Chief Executive Officer of Eureka Whittaker Macnaught. In 2010 Greg became a member of the Financial Planning Association’s (FPA) Conduct Review Commission, was the FPA national conference chair for 2010 and 2011, and is the former national chair of the Financial Wisdom Adviser Forum.
BBus, CPA, SSA
Andrew is a financial planner and the Chief Financial Officer of Eureka Whittaker Macnaught. Andrew is a self-managed superannuation expert, and has been a SPAA Specialist SMSF Advisor since 2005. Andrew also specialises in advice to small business, particularly in the area of asset restructuring for clients leading up to and during retirement.
CFP, MAppFin, C.Dec
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 one-size-fits-all approach.
CA, BCom, DipFS
Ercan has been in the accounting and financial services industry since 1994 and in his most recent corporate role was as a superannuation technical analyst. He is motivated by helping clients establish their personal and financial goals and assisting them on their journey to achieve those goals. Ercan’s strong accounting and tax background complements his technical and strategic superannuation knowledge and experience.
Andrew has over 25 years industry experience, commencing in sales and management roles including manager for ACT/ Southern NSW with Colonial Mutual Life. Since that time Andrew ran his own successful practice with offices in Canberra and Bathurst, providing specialist advice to families and rural clients on personal insurance, superannuation and business succession strategies.
BA Hons (Bus Econ), DFP
ASIC No. 1245113
Ben began his career in the financial services industry with Eureka Whittaker Macnaught in 2011, after moving to Australia from the UK in 2010. Deciding to settle here, Ben has worked his way up through the business across a number of roles, which equipped Ben with all the necessary skills to excel in his role as Financial Planner.Ben draws motivation from seeing clients achieve their goals and aspirations and believes in long term relationships with clients, helping them to stay on track through all of life’s ups and downs with a sound and adaptable financial plan. Outside of work, if Ben isn’t playing or watching sport, he’ll be out on a bush walk or on the water.
FPA, Advanced Dip FP
Peter has been in the financial services industry since 1970 and a Financial Planner since 2000. Prior to joining Eureka in 2013 he worked as an Planner with Whittaker Macnaught for 13 years. Peter holds an Advanced Diploma of Financial Planning and specialises in life risk and the retirement needs of clients. Using his years of experience Peter offers clients advice on a diverse range of financial planning issues.
Steven has been advising Whittaker Macnaught clients since 2011. He takes great pride in helping clients with their major financial decisions and realising their lifestyle goals. Steven has been a part of the financial planning profession since 1998, and he has been a board member of the Alzheimer’s Association of Queensland for more than 10 years. Steven is working towards his Advanced Diploma of Financial Planning.
BSc Econ (Bus and Mgt), DipFP
Joanna began her career in the financial services industry in 2005 in UK retail banking. Having settled in Australia, Joanna began working with Whittaker Macnaught in 2012 and continued on to join Eureka Whittaker Macnaught in 2013.
Joanna enjoys getting to know her clients and helping them achieve their aspirations through holistic and tailored financial planning. She values long term relationships and empowering clients to make sound financial decisions which are in their best interests. Joanna believes in strategic financial planning that is reviewed and adjusted as life changes and that a well-designed financial plan, will stand the test of time.