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Greg Bennett

Greg Bennett

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Greg Bennett

Greg Bennett

Financial & Risk Insurance Adviser

Greg Bennett (Authorised Representative No 1271781) has been a financial adviser since 2018, joining The Peak Partnership in June 2026.

Greg works with successful professionals, pre-retirees and business owners to bring clarity and structure to complex financial decisions—particularly in the years leading up to, and throughout, retirement.

His approach is centred on understanding what matters most, then designing integrated, tax-aware strategies that align clients’ investments, superannuation and broader wealth into a cohesive plan. Greg is known for simplifying complexity and providing clear direction, so clients can move forward with confidence.

He focuses on long-term relationships, offering ongoing guidance as clients navigate changing circumstances, evolving goals and key financial decisions over time.

Greg's Approach

Greg takes the time to understand the “why” behind each client’s financial position before identifying the most appropriate strategic opportunities. His advice is structured, considered and tailored – helping clients feel in control and confident in their financial direction.

My priority is to develop long-term relationships by genuinely understanding my clients' needs and financial goals.

Outside of the office, Greg enjoys supporting his beloved Arsenal Football Club, working on his golf game, and spending quality time with his wife and young son.

Expertise

  • Helping professionals and business owners transition into retirement with clarity and confidence
  • Designing sustainable, tax-effective retirement income strategies
  • Integrating superannuation, investments and business assets into a cohesive financial strategy
  • Pre-retirement optimisation, including contribution strategies, asset structuring and tax awareness
  • Ongoing portfolio and income strategy management aligned to lifestyle goals
  • Scenario modelling to support complex financial decisions
  • SMSF strategy and governance (where appropriate)

Credentials

  • Bachelor of Business
  • Graduate Diploma of Financial Planning
  • SMSF Specialist Course (RG146 compliant)

View or download Greg's Adviser Profile here.

CONNECT

E: gregb@peakpartnership.com.au
P: 07 3360 9898

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