Greg Davis

Greg Davis is an experienced professional in the financial services industry, currently serving as the Director of Customer Success at Fin365 since July 2018, where responsibilities include project managing customer onboarding for smooth transitions. As a Senior Consultant at Chrandwill Consulting since June 2018, Greg leverages a wealth of experience from previously running financial services businesses, focusing on regulatory changes, succession planning, and project management. Previous roles include General Manager at Planet Insurance & Financial Planning, where the focus was on assisting 'new Australians' toward financial freedom, and Director at MiiiA Pty Ltd, specializing in the growth of financial planning businesses. Additional positions held include Head of Financial Planning Victoria at Announcer Group, Director at EJM Financial Services Pty Ltd, and Transport & Warehouse Manager at Gibson Freight Australia. Greg holds an Associate’s Degree in Financial Planning and Services from Kaplan Professional and an Executive MBA from Acumen International.