Greg Diamond

Strategic Advisor

As our Strategic Advisor, Greg plays a pivotal role in our unique service delivery model, which aims to set us apart by serving our clients better than anywhere else!

With over 25 years of industry experience, Greg has invaluable knowledge and expertise. His esteemed career boasts significant roles at Gateway Credit Union, Australian Defence Credit Union, and CSR Superannuation, as well as as a partner in a thriving Accounting and Financial Advice practice for over 14 years.

Greg’s academic credentials are impressive, with a Master’s of Accounting, Bachelor of Business (IT/Business), Specialist SMSF accreditation, an Advanced Diploma of Financial Planning, and is a Certified Practicing Accountant (CPA). His passion lies in all aspects of tax minimisation, intelligent accounting, wealth creation, and holistic financial strategy.

Understanding the intricate challenges faced both personally and professionally, Greg serves as a trusted advisor. He values the importance of time and resources in securing our future. His commitment to delivering exceptional service, proactive guidance, and a sense of reassurance to clients is unwavering.

Greg’s dedication extends to providing holistic business and financial advice, empowering clients to lead fulfilling lives now and in the future. Guided by quality, authenticity, integrity, consideration, and insightfulness principles, he ensures meticulous attention to detail, genuine care for each client’s financial well-being, and consistent fulfilment of commitments.

Greg’s advisory approach transcends mere numbers, delving deep into understanding client goals to craft strategic advice that aligns with their aspirations and family objectives.

When not saving the world from financial disasters, Greg volunteers as a surf lifesaver, helping to keep our beaches safe.