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. 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
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
Luke has over 15 years experience in the financial advice and real estate funds management industries, having held partnership positions in highly- respected firms within each industry. Luke is passionate about building long term relationships with clients and endeavours to provide each client with industry leading advice. Luke is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
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
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
Michael has worked in the financial services sector since 2006 and has experience in retirement planning, wealth creation, listed securities and self-managed super funds. Michael holds a Graduate Diploma in Financial Planning and is currently undertaking a Masters in Financial Planning. He holds industry accreditations in listed securities and derivatives. Michael is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.
Harrison joined EWM in 2016 while completing his Bachelor of Commerce. He has worked in various roles at EWM, including Client Services Manager and Paraplanner. Harry then completed his Professional Year in 2019/2020, working alongside some of our Senior Planners.
Harry enjoys building strong client relationships to get a thorough understanding of client goals and objectives that can be worked towards and achieved through holistic financial advice.
Tim has worked in financial services since 2017 and has experience in superannuation, insurance, retirement funding, investments and in self-managed super. He has completed a double degree in Commerce and Applied Finance – Professional Accounting in addition to a Graduate Diploma of Financial Planning. Tim is currently completing his Professional Year under the supervision of Eureka Whittaker Macnaught Chief Executive Greg Cook. With his strong attention to detail and focus on delivering excellent outcomes for clients, Tim’s career is progressing quickly.