GREG MORLEY

Administration & Compliance

I have over 25 years of experience in Office Administration, Office Management and Compliance.

I enjoy assisting my colleagues in reaching their optimal production by assisting them and removing as many administrative duties as possible. This frees them up to concentrate on doing their core business which is getting in front of prospective clients to assist them with their financial planning. My friendly and approachable personality has enabled me to forge an extensive network of relationships within the industry which enables me to sort out problems or obstacles quickly and efficiently with minimal delays.

In my free time, I enjoy watching various sports and relaxing with loved ones.

GREG MORLEY