Greg Wormald
Adviser #801 ASIC #224790

Greg Wormald has been in the financial planning industry since 1978.  He is a member of the Financial Planning Association of Australia and whilst he is educated in all aspects of financial planning he is one of the few Australian accredited SMSF specialists. A member of the Self Managed Superannuation Professionals Association of Australia and Greg is also a specialist in the strategist group of the Self Management Superannuation Fund Academy.  Contact Greg for guidance on:

• Investment strategies
• Trust Deed
• SMSF rules and compliance
• Retirement strategies
• Estate planning
• Co-ordination of accounting and audit requirements

Lia Rantall Dip FP, B.Bus (Acc)
Adviser #809 ASIC #295597

Throughout her 15 years of industry experience in the financials services sector, Lia has undertaken both Advisory and other financial planning roles.

Lia has a keen interest in the rapidly developing SMSF space and can assist clients at all stages of life to assess, develop and implement strategies suitable to the achievement of their desired goals.

Lia believes her role is to listen and to apply her knowledge of the “tools of the trade” developing a client focused solution tailored to individual needs. It is definitely not a one size fits all approach.

Lia holds a Diploma of Financial Planning through the FPA and a Bachelor of Business (Accounting) and is an avid reader of any information relevant to the industry at large.