Greg Welsford - Director, Senior Adviser
Greg has over 25 years of experience in the industry, working for financial planning firms in Sydney, Melbourne, and in more recent years, in Inverloch.
Much of this experience has been within businesses aligned with accounting firms, resulting in considerable exposure to clients with small businesses, self-managed super funds (SMSF’s), risk insurance advice, and clients entering retirement.
Greg's career took him to Sydney where he spent time employed with large industry super funds, variously managing financial planning teams and working in strategy/business development roles.
Greg enjoys working closely with clients to understand their needs and goals, and increasing their financial literacy so they can have confidence in their financial futures.
Greg Welsford is an authorised representative of MJA Wealth Advice Pty Ltd (ABN 29 632 136 424). MJA Wealth Advice Pty Ltd is a Corporate Representative (1275240) of InterPrac Financial Planning Pty Ltd (AFSL 246638)
Rebecca Meadley, Client Manager
Rebecca has over 20 years of experience in the industry, working for financial planning firms and for Financial Licensees in Sydney, Wellington and Melbourne.
Rebecca worked as a financial adviser in Sydney, helping clients set themselves up for retirement. After this, Rebecca worked for a large financial planning Licensee in Melbourne for over a decade, helping advisers to provide quality advice to clients, in an efficient manner.
Rebecca has a Bachelor of Business (Financial Planning), and Six Sigma in Process Improvement.
Rebecca grew up on a Dairy farm in South Gippsland. In 2013 Rebecca returned to Gippsland to raise her family, enjoying the slower pace and the outside lifestyle beautiful Gippsland offers.
Rebecca is supporting Greg and his clients set up and implement their financial plans.
To provide financial planning advice, we must hold a financial planning licence. We’ve obtained our License through InterPrac Financial Planning. InterPrac are not owned by any bank or fund manager. This association provides us flexibility and autonomy to manage our business in an open and transparent manner and allows me to recommend a broad range of financial planning solutions to my clients.