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MEET the SCM team

DISCOVER how we can help you

LEARN more from our current resources

Make your money work for you

Speak to a specialist   ph: 03­­­ 9848 9811

MEET the Scholten Collins McKissock team

DISCOVER how we can help you

LEARN more from our current resources

Make your money work for you

Speak to a specialist   ph: 03­­­ 9848 9811

Monday – Friday 8.30am to 5.30pm (Melbourne time)

Greg Davis

Partner

Greg has been a qualified Financial Adviser since 2004, a Tax (Financial) Adviser, a Practitioner Member of the Stockbrokers and Financial Advisers Association (SAFAA), an active member of the Institute of Managed Account Professionals (IMAP) and SMSF Association. He has also served on the assessment committee for FPA’s CFP Certification Program.

Greg is also a member of the Scholten Collins McKissock Investment Committee.

In the 30 years Greg has been in the financial services industry his experience has encompassed all aspects of wealth advisory. His clients range from self-funded retirees to CEO’s of ASX listed companies.

In the 18 years prior to joining SCM in October 2021, Greg was responsible for providing strategic advice to NAB and JBWere Private Wealth clients. His technical specialisations cover strategic financial planning, wealth accumulation, portfolio construction, self-managed super funds and retirement income strategies.

Greg is a passionate and diligent financial adviser with a strong track record of nurturing client relationships through a genuine focus on best client outcomes. He believes in providing guidance with integrity, delivering financial peace of mind through tailored wealth management advice.

Greg is married, with two adult boys in University. In his personal time, Greg enjoys a competitive lifestyle involving cycling, swimming and running, culminating in representing Australia at the Ironman triathlon world championship in Hawaii.

Email Greg | LinkedIn

Greg David

Partner

greg-davis

Greg has been a qualified Financial Adviser since 2004, a Tax (Financial) Adviser, a Practitioner Member of the Stockbrokers and Financial Advisers Association (SAFAA), an active member of the Institute of Managed Account Professionals (IMAP) and SMSF Association. He has also served on the assessment committee for FPA’s CFP Certification Program.

Greg is also a member of the Scholten Collins McKissock Investment Committee.

In the 30 years Greg has been in the financial services industry his experience has encompassed all aspects of wealth advisory. His clients range from self-funded retirees to CEO’s of ASX listed companies.

In the 18 years prior to joining SCM in October 2021, Greg was responsible for providing strategic advice to NAB and JBWere Private Wealth clients. His technical specialisations cover strategic financial planning, wealth accumulation, portfolio construction, self-managed super funds and retirement income strategies.

Greg is a passionate and diligent financial adviser with a strong track record of nurturing client relationships through a genuine focus on best client outcomes. He believes in providing guidance with integrity, delivering financial peace of mind through tailored wealth management advice.

Greg is married, with two adult boys in University. In his personal time, Greg enjoys a competitive lifestyle involving cycling, swimming and running, culminating in representing Australia at the Ironman triathlon world championship in Hawaii.

Email Greg | LinkedIn

Our story

At SCM, we believe our success is largely due to our people – their expertise, professionalism and their commitment to you – our clients. We build lifelong relationships with our clients that are based on a real understanding of your situation and your goals. We work hard to get to know our clients. We listen, explain and educate.
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Working together to create a strategy that’s right for you

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Working together to create a strategy that’s right for you

DISCLAIMER: It’s important to consider your particular circumstances and read the relevant Product Disclosure Statement or Terms and Conditions before deciding what’s right for you. This information hasn’t taken your circumstances into account. Neither Elect Wealth Management Pty Ltd, an Australian Financial Services Licensee, nor its authorised representatives and Elector Pty Lt atf Scholten Collins McKissock Trust warrant or represent that the information in this site is free from errors or omissions or is suitable for your intended use.

SCM Finance Solutions Pty Ltd ACN 606 523 068 is authorised under LM Broker Services Pty Ltd Australian Credit Licence 517192.

The information provided on this site is on the understanding that it is for illustrative and discussion purposes only. Whilst all care and attention is taken in its preparation any party seeking to rely on its content or otherwise should make their own enquiries and research to ensure its relevance to your specific personal and business requirements and circumstances. Terms, conditions, fees and charges may apply. Normal lending criteria apply. Rates subject to change. Approved applicants only.