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.
Sab Troncone, senior planner and director of PGFS Pty Ltd, commenced in the insurance and investment industry in 1984. In 1995 he established PGFS Pty Ltd, a boutique financial services firm offering advice to private clients through various life stages. Sab has prided himself in always putting the interests of his clients first which has allowed him to have a long and successful career in financial services.
Garry McCormick commenced working in the financial services industry in 1996, as an insurance adviser and financial planner. Since joining PGFS in 2005, Garry has assisted clients from all ‘walks of life’ in achieving their financial goals, whether this be to protect their lifestyle and assets whilst raising a family, or to provide for a secure and happy retirement. Garry’s particular interests include direct share market investments, sustainable and ethical approaches and investing with the ‘big picture’ in mind.
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.
Financial adviser Melissa Miller commenced working in the financial services industry in 2003. She joined PGFS in 2011 as risk insurance manager. She has a friendly, compassionate and professional approach with clients. Melissa has completed her advanced diploma of financial planning and became a financial adviser in 2016. Melissa is passionate about partnering with clients to identify their financial goals and work through strategies to help enhance and protect their wealth.
Gregg Pethick started in the financial services industry in 2006. He has worked for 2 major financial institutions for a period of 15 years, having worked alongside Retail and Business Banking divisions. Gregg is married with 2 children. A word from Gregg: “I get a buzz out of helping clients. I have a broad scope of experience, having worked with clients from all social / economic backgrounds and income brackets. I have a knack for the detail, having expertise in small to medium size business, incorporating those exiting a business, or business succession to family members”.