Private Portfolio Manager


Phone: +61 8 9268 2834

Greg joined Hartley Poynton Financial Planning Limited in early 1992, having previously managed a financial planning company for a prominent Western Australian credit union, and has been developing and managing discreet investment portfolios for private clients ever since through the evolution of the company into what is now Euroz Hartleys.

In 2001 he was joined by his daughter, Sonya, to form a team specialising in the provision of a complete portfolio service to clients investing within their SMSFs, trusts, private companies, or just their own names, focusing on achieving a return in line with a client’s identified need for either the accumulation of wealth and/or the generation of income to provide for their lifestyle.


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