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Greg Major

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Director and Principal Advisor

Greg Major

CAVEDALE ADVISORY

Greg Major is the Director and Principal Advisor at the business advisory firm of Cavedale Advisory Pty Ltd.

A highly experienced company director, corporate executive and business owner, Greg has a 30-year track record across the Financial Services, Technology, and Not-for-Profit sectors across Asia, Europe, and Australia, holding Executive positions at Westpac Bank, ABN AMRO Bank, and Blueprint Wealth, as well as board-related roles at WA Super, CCK Financial Solutions, and Sids and Kids WA.

Greg's most recent role was as Co-Owner and Executive Director/General Manager at Blueprint Wealth, a private financial planning and wealth management firm. Over his 10-plus-year tenure, the firm achieved significant growth, surpassing $1 billion in client assets with a threefold increase in revenue and client numbers. Greg played a key role in executing successful strategies, including rebranding, offshoring, tech stack redesign, customer offer realignment, service offer refinement, sales and marketing strategy, as well as overseeing multiple business acquisitions and integrations.

Greg holds the following qualifications and credentials:

  • Certified Chair™ with the Advisory Board Centre

  • Certified Professional Business Advisor with the Institute of Advisors (CPBA)

  • Most Trusted Advisor Status, Beddoes Institute, 2022

  • Graduate of the Australian Institute of Company Directors (GAICD)

  • Fellow Financial Services Institute of Australia (FFIN)

  • Fellow Australian Institute of Management (FAIM)

  • Fellow Chartered Financial Practitioner (FChP)

  • Member, International Coaching Federation (ICF)

  • Master of Business Administration (MBA), Sydney University

  • Bachelor of Engineering, Honours, University of Western Australia

  • Bachelor of Arts (Asian Studies), University of Western Australia

Greg's expertise lies in developing comprehensive strategies, effective communications and the successful execution of complex business projects.

 

His skills working in both a global operation and more recently in the SME sector make him well-positioned to deliver insights and advice to clients across all aspects of their business operations.

 

Greg's approach with clients is consultative and collaborative, with strong problem-solving abilities and a focus on leadership and empowering others. He has a proven track record of developing and implementing successful strategies, consistently exceeding targets. With strong business development credentials and a successful track record in SME growth, Greg possesses the ability to deconstruct complex financial information and make accurate assessments.

 

Greg is committed to making a significant impact in his advisory roles by deeply understanding businesses, collaborating with owners to develop effective strategies, and guiding them in executing robust plans.

 

In his spare time, Greg is an accomplished cyclist, having competed in many endurance events on road and gravel. He is father to two adult daughters and an adult son, and dedicates time to a range of charitable and community organisations.

Certified Chair, Advisory Board Centre
Certified Professional Business Advisor
Most Trusted Advisers 2022
ICF Member International Coaching Federation
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