Greg is the Chief Executive of Eureka Whittaker Macnaught. He has been a Certified Financial Planner since 1998 and has an impeccable record of delivering quality advice to thousands of Australians over a 30 year period. He is a member of the Financial Adviser Association (FAAA) Conduct Review Commission, an FAAA Fellow, and has been FAAA national conference chair. Greg is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.
Andrew is a Senior financial planner and the Finance Director of Eureka Whittaker Macnaught. Andrew is a self-managed superannuation expert after qualifying as an SMSF Association specialist SMSF Advisor in 2005. 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 lives. Andrew leads a highly effective team looking after high net wealth families and successful small business operators developing deep and trusting relationships. Andrew is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
ASIC No. 1283284
Tim has worked in financial services since 2017 and has experience in superannuation, insurance, retirement funding and investment advice. Whilst Tim has the aptitude to provide advice in all of the above areas, he specialises in providing pre-retirement advice to individuals and couples aged between 50 to 65 who are looking to ensure they are appropriately positioned to live the life they want in retirement. Tim has completed a double degree in Commerce and Applied Finance – Professional Accounting, a Graduate Diploma of Financial Planning and the FASEA Professional Year. With his strong attention to detail and focus on delivering excellent outcomes for clients, Tim’s career is progressing quickly.
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. Ben is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
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 one-size-fits-all approach. Sally is one of Eureka Whittaker Macnaught's Aged Care Specialist planners. Sally is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
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 with 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 seeks to empower her 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. Joanna is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
Amber’s financial services experience spans over 20 years, having held positions in lending, paraplanning and Financial Planning within major Australian businesses. She aims to be your trusted financial adviser, to offer a sounding board for your ideas, to challenge you to achieve your goals, to support you through difficult times, and to celebrate with you. She enjoys solving financial planning challenges, especially helping small business owners and professionals create their financial future. In addition, Amber has a particular interest in empowering women through financial literacy.
Amber is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306