Greg has worked in the financial services industry since the late 1970’s with experience in banking, building society, trustee company, funds management and financial planning segments of the market. He has held Executive Management, CEO roles and Non-Executive Directorships across the industry, and led AMP Financial Planning from Oct 2000 to June 2006, and successfully transformed the business into a vibrant and contemporary financial planning business. This journey was described by the industry media [Asset Magazine] as a ‘sea change in market leadership’ at the time.
Greg was subsequently headhunted by Challenger Financial Services Group [June 2006] to transform two businesses [Genesys Wealth Advisers and Synergy Capital Management], and develop strategic plans to either undertake a partial demerger or divestment. It was the later that Greg successfully concluded 24 months post joining Challenger selling the businesses to AXA APH at a significant multiple in the midst of the GFC in June 2008. Greg then agreed to a request from AXA to lead the businesses through an integration process over an 18 month period ending on 31 December 2009. Greg continued to have an association with Genesys, and was the sole Non-Executive Director of Genesys Group Holdings Pty Ltd until 31 March 2011.
Greg brings a wealth of leadership experience and strategic thinking into business, and has a strong track record in successful business transformation and M&A transactions. He has a passion and an unrelenting belief that a great business can only be built around quality people working in a high performance culture and where the interests of the shareholder, staff and clients all converge.
He has held a significant number of directorship roles on various companies, ASIC AFSL licensed entities, APRA regulated trustee boards, and Charitable Foundations since 1991, including The Queensland Charitable Foundation and Sylvia and Charles Vertel Foundation.
Greg is a Non-Executive Director at Profusion and is the Executive Chair of Implemented Portfolios Ltd.
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