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Owen Griffiths

Managing Director - Australia

Owen has over 15 years of finance industry experience, built up during his time working as a stockbroker and later derivatives adviser, for several prominent broking houses, as well as a stint providing advice at one of the largest industry superannuation funds.

Owen then spent a number of years offering his clients full holistic advice whilst working across several prominent advice brands, before transitioning to running the advice teams, and later, state businesses for several large Australian institutions and banks – both in Australia and also across South East Asia.

Owen holds a Masters in Financial Planning and is an authorised ASX Responsible Executive.

Areas of Expertise

• Superannuation Analysis, Advice, and Management

• Retirement Planning

• Succession Planning

• Tax Planning

• Tax Structuring

• Wealth Management

• Investment Portfolio Management

• Investment Review

• Insurance & Family Protection

• Education Fee Advice & Planning

• High Net Worth & Ultra High Net Worth

• Private Client Wealth and Estate Planning

• Complex Multi-Jurisdictional Financial Planning

• Cashflow Forecasting & Modelling

Qualifications & Awards

Masters of Financial Planning

Self Managed Superannuation Fund (SMSF) Accreditation

Accredited Derivatives Adviser (ADA1)

Diploma of Finance and Mortgage Broking Management

ASX Responsible Executive

Graduate Diploma of Business Analytics

Regions Covered

  • Australia
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