Greg Lidicky

Client Service Officer

Greg has over nine years’ experience in Lending, Stockbroking and Financial Planning within the Financial Industry with strong technical skills across equities, derivatives, and industry software.

Greg is a highly organised team player with a strong attention to detail, capable of working with confidential information ensuring client confidentiality and data protection is always adhered to. Greg is currently studying his Bachelor of Accounting – Majoring in Financial  Planning and Taxation to further his knowledge in the industry.

Greg has a large passion for aviation and enjoys reading, travelling, and volunteering in his spare time.


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Meet the rest of the team!

Simon Gordon

Principal Adviser

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Anna Wilmann

Client Service Manager

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