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