Greg Moore

Adviser Profile:
Greg MooreDip FP

  • CERTIFIED FINANCIAL PLANNER™ - Financial Planning Association of Australia
  • Authorised Representative #238243

Greg is located in the Miller Street (North Sydney) branch of Avenue Capital Management.

I have been a financial planner since 1996 and get a lot of satisfaction from assisting my clients achieve their financial goals. I believe that I offer and deliver a holistic, common sense and personalised approach to financial planning. My approach to financial planning helps clients clearly understand their financial objectives which results in them making relevant and informed financial decisions.

I specialise in pre and post retirement planning and superannuation (including self managed superannuation funds). However, I also get a lot of satisfaction in assisting all clients (from high net worth clients to younger clients) set, and achieve, their financial goals.

Services offered

As part of my relationship with Avenue Capital Management Limited, I am able to offer the following services to my clients:

The design and implementation of comprehensive lifestyle financial planning strategies to improve your financial future, encompassing (where appropriate) concepts such as:

  • Pre and Post Retirement Planning
  • Rollover and Redundancy Advice
  • Superannuation Planning and Advice
  • Managed Investments
  • Tax Effective Investment Strategies
  • Sharebroking Facilities
  • Estate Planning Advice
  • Wealth Creation via Gearing
  • Fund and Stock Research
  • Risk Management and Personal Insurance
  • Business and Succession Planning
  • Managed Portfolio Services
  • Remuneration PlanninG
  • Ongoing Strategic Advice

Products offered

The products on which I am authorised to provide advice to my clients include:

  • Deposit and Payment Products (Cash Management Trusts)
  • Government Debentures
  • Stocks and Bonds
  • Life Products – Investment Life Insurance Products (Deferred, Immediate and Allocated Annuities)
  • Life Products – Life Risk Insurance Products (Life Insurance, Trauma Insurance, Total and Permanent Disability Insurance, Income Protection Insurance and Business Expense Insurance)
  • Managed Investment Schemes including IDPS (Unlisted Investment Trusts, Discretionary Master Trusts/Investor Directed Portfolio Services {that offer investment in investment trusts, shares, property, cash and fixed interest securities})
  • Retirement Savings Account Products
  • Securities (ASX Listed Shares and Other ASX Listed Securities)
  • Superannuation (Personal and Corporate Superannuation Funds and Allocated Pensions)
  • Derivatives