Greg Fragoulis - Head of Financial Planning

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Greg is part of the Leedam Sheppard & Associates team who merged with Y Partners in 2020. He has been involved in the financial services industry for over 35 years. Many of those earlier years were involved in superannuation administration and management roles, moving on to providing specialist technical advice to financial advisers and their clients.

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However, his real calling was to help people in a much bigger way. Over the past 20 years Greg has worked as a financial planner, where he has enjoyed (and still enjoys) working with his clients to help them overcome the financial challenges that life inevitably brings - such as preparing for that scary day when we retire from work or change jobs/careers, securing the families financial well-being in the event of a serious illness/accident and when the time comes, ensuring that your hard earned assets end up in the right hands at the right time.

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One thing he will do for sure is bug you when there is something that needs to be done, because the cost of inaction could be significant. He is also always available to help when the need arises.

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Away from the office you will find Greg on a tennis court or enjoying some quality entertainment and food somewhere around this great city of ours.

 

Qualifications

Certified Financial Planner

Diploma of Financial Planning

Bachelor of Science (Maths)

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Areas of expertise

Retirement • Superannuation • Speaks Greek