Financial Planner Profile
Greg Newton CFP™
Principal & Financial Planner-Pathway Wealth Solution
Greg Newton has been in the financial services industry for over 25 years and is the principal of Pathway Wealth Solutions.
He is a CERTIFIED FINANCIAL PLANNER™, the highest designation available in financial planning and a member of the FPA.
Greg has attained a Bachelor of Commerce degree from the University of Newcastle and the Advanced Diploma of Financial Planning. He is also a Specialist SMSF Adviser having achieved this accreditation from the SMSF Association (SMSFA).
Greg has undertaken further study and has attained SMSF Specialist Adviser status with the Self Managed Superannuation Fund Assoc. (SMSFA). Further specialist courses allow Greg to advise on ASX Listed Securities and Margin Lending.
Qualifications:
- Bachelor of Commerce
- CERTIFIED FINANCIAL PLANNER™
- SMSF Specialist
Greg spends much of his spare time giving back to his local community with his numerous roles within surf lifesaving on the Central Coast. He’s currently President of his local surf lifesaving club, a Patrol Captain and active patrolling member, as well as being a past member of the Rescue Water Craft (Jetski) Team.
He has two adult children who have both gone into the teaching profession & two grandkids.
“In acting as the core adviser my job is NOT to tell my clients what to do but rather listen to what they want for their future and then work TOGETHER to create a plan to help them get there.”
Financial Planning Services:
- Personal Superannuation advice
- Self Managed Super Funds
- Wealth Management & Non-Super Investment advice
- Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
- Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
- Taking a redundancy
- Inheritance
- Family matters
- Gearing advice through Margin Lending strategies
- Debt Management
- Estate Planning
- Cash Flow Management
- Pre Retirement and Retirement Planning
- Centrelink Benefit Strategies
- Estate planning
- Relationship breakdown