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About Us

Greg and Sonya Soudure are a father and daughter team who specialise in the construction and management of discrete private investment portfolios, focussing on the combination of income and growth in a transparent and tax-efficient environment. They are client advisers of Hartleys Ltd and the majority of their clients hold their investments either within their self-managed super funds or in their personal names, or a combination of both.

Greg joined Hartleys in 1992 after managing a financial planning company for a major Western Australian credit union, and was a director of Hartleys for five years following a Management Buy Out of the company in 2003. He has a Graduate Diploma of Applied Finance through the Securities Institute of Australia (now the Financial Services Institute of Australia) and has written and presented lectures on portfolio construction and management on behalf of the ASX Ltd.

Sonya joined Greg at Hartleys in 2001 and they have worked as a team ever since. She graduated with a Bachelor of Psychology and a Master of Management (HRM) from the University of Western Australia, and attained a Graduate Diploma of Applied Finance through the Securities Institute of Australia (now the Financial Services Institute of Australia). Sonya is also a Level 2 Accredited Derivatives Adviser.