Andrew Greig CFP, Ba Bus, Dip Fin Serv

Director and Principal of Optimise Financial

Andrew Greig is the Principal Director and founder of Optimise Financial. Holding qualifications, experience and expertise, Andrew ensures his client’s needs, objectives and goals are met with the upmost care, skill and professionalism.

Andrew has worked continuously in the financial services industry since 1999. During this time he has held positions in various areas of the industry, which include roles as Senior paraplanner, Responsible Officer for a boutique Australian Financial Services License, Senior Financial Adviser and Mortgage Consultant.

Certificate in Financial Planning (CFP)
Bachelor of Business RMIT – Financial Planning
Diploma of Financial Services (Mortgage Broking)

Professional Memberships
CFP member with the FPA
Affiliate member of the MFAA.

For further details, please click on Andrew’s LinkedIn professional profile


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