Michael is the senior partner in our Financial Planning business called Personal Financial Planning Services and has been a Financial Advisor working in the Financial Services Industry since 1976.
Michael will assist you with all of your Insurance and Superannuation requirements.
He is happy to have a no obligation meeting or just a coffee with you and talk about Insurance and/or Superannuation.
Recently visited PTS office with what we thought would be a somewhat “ïnvolved” tax return. We had a number of questions and Greg put us at ease in no time. He was pleasant, friendly and thoroughly sorted out our tax lodgements. A pleasing... read more
David D
Greg was a foundation Director of our Company and he provided particularly strong commercial advice and service…his skills played an important role in helping me and the other Directors place our business on a sound footing in the ‘start up’ ... read more
DR R.J. O’Brien, Australian Water Investments
Thank you Greg for giving me advice and taking care of my business. In just a few words ,Great experienced staff and always there to have your questions anwsered and provide the right guide to run a succesfull business as well as take the stress of ... read more
Daniel U
Karen and Greg have been instrumental in helping me to manage the business I inherited 5 years ago. As well as guiding me in the initial stages with management issues and making helpful recommendations, they have assisted ... read more
Shanti Russell, My Way Funerals
We have been dealing with Greg and Karen since our company’s inception in 2008. They were recommended to us and I am so glad they were. Starting a business can be very daunting with all of the technicalities and legalities that the ... read more
