PGFS is a long established, boutique financial services firm, best known for its commitment to the delivery of professional guidance that seeks to improve the financial position of our more than 3,000 clients. We focus on providing personalised financial planning and investment advice, throughout our clients various life stages. Whether you are just starting out in your career, mid-way through, or retired, we can add value by working in partnership with you to develop and maintain a professionally structured financial plan.
Director and senior planner, Sab Troncone, has been working in the insurance and investment business since 1984. After completing his Diploma of Financial Planning, Sab established PGFS in 1995. Sab services both our Adelaide and Darwin Offices.
Senior planner Garry McCormick commenced working in the financial services industry in 1996 after completing his economics degree and Diploma of Financial Planning as an insurance adviser and financial planner and joined PGFS in 2005. Garry services clients in both metro and regional Adelaide.
Amanda commenced work at PGFS in 2006. She completed her diploma of Financial Planning in 2011 and has progressed to become senior paraplanner and office manager.
Associate adviser Melissa Miller commenced working in the financial services industry in 2003. She joined PGFS in 2011 as risk insurance manager. Melissa has completed her advanced diploma of financial planning and has progressed to associate adviser.
Greg Stevens commenced in the insurance and investment industry in 1983. The business continued to grow into a boutique financial services business offering advice to private clients through various life stages. Greg has always put the interests of his clients first. After selling his business in 2016 and having some time off, he decided to start advising again, working with his long-time friend Sab Troncone of PGFS Pty Ltd.