Greg is the founding Director of Financial Planning NZ Ltd, now known as OnePlan, and he was responsible for the company's creation.
After graduating as an Accountant in 1975, Greg was employed in a number of accountancy-related roles before joining the NZ Police in 1980. Whilst there, he studied law at Auckland University. He left the Police in 1984 to teach accounting at the University of Auckland and to complete his law degree. In 1986, Greg joined the Department of Justice as a senior investigating accountant in the corporate fraud unit.
He joined IPD Securities in 1987 as a senior financial planner, and over the next five years he became that company's most successful adviser. In 1992, Greg was selected as financial planner of the year, and in the same year he left IPD Securities to carry out a long-cherished goal of establishing his own practice
Greg taught accounting at the University of Auckland and Unitec from 1984 to 2012. He is a member of Financial Advice New Zealand and is both a Certified Financial Planner (CFP) and a Certified Life Underwriter (CLU). He has been an expert witness for both court and disciplinary matters relating to the giving of financial advice.
He has always been, and continues to be, actively involved with a myriad of charity and community organisations and projects. He is a Past-President of the Rotary Club of Downtown Auckland (2004/2005), former Chair of the Western Bays Community Board (1989-91), and Past-President of the Mt Albert Grammar School Old Boys’ Association. He was a Trustee of the Leukaemia and Blood Cancer Society for 20 years and was a Director of Radio Lollipop for 10 years. He is currently on the Heart of the City Board of Trustees.
Greg is still active in Rotary and was selected to lead the Rotary District 9920 GSE Team to Chile in 2009. He was an Assistant Governor of D9920 between 2012-2014 and has been Chair of the Mt Albert Grammar School Board of Trustees since 2006.
He retired as a Major in the 3rd Auckland (Countess of Ranfurly’s own) and Northland Battalion of the NZ Army. During his 37 years’ service he has been awarded the Efficiency Decoration (ED) bar and clasp; and has deployed to the Solomon Islands (2005) and East Timor (2006), as well as an attachment with the British Army in 1983.
Greg a founding Trustee and past Chair of the NZ Memorial Museum Trust - Le Quesnoy and is actively involved in the establishment of the Museum and Visitor Centre in the French town of Le Quesnoy, the scene of the last battle of WW1 involving the NZ Division.
He was an Auckland City Councillor, representing the inner-city Western Bays Ward, and was Chairman of the Auckland City Arts, Culture and Recreation Committee prior to the amalgamation of the Auckland City Council. He is also a former member of and was Finance spokesperson for the Waitemata Local Board between 2010 and 2016.
After many years in the financial planning industry, Greg still enjoys helping people to help themselves and is a firm believer in New Zealander's need to plan to ensure their future financial wellbeing. Greg believes he can provide this security to his clients by assisting them to adopt a sane, sound, sensible approach to the creation and protection of wealth.
