Qualifications
& Memberships
- Diploma of Financial Planning
- Bachelor of Commerce (Accounting)
- Certificate in Financial Markets
- FPA - Financial Planning Association
- Finsia - Financial Services Institute of Australia
- Affiliate of Australian Institute of Company Directors
Areas of
Expertise
Estate planning
Insurance
Self Managed Super Fund
Superannuation
Tax
I have worked in the finance industry my entire working life starting with retail banking, commercial lending, paraplanning and for the past 20 years financial advising. My background, interests and experience has helped me develop a sound technical knowledge and a deep affinity with my clients.
I enjoy helping people take control of their finances, learn more about their investments, tax and better ways to handle their financial affairs.
I am an Associate of the FPA, a Senior Associate with FINSIA and an Affiliate with the Australian Institute of Company Directors
Gavin's ideas of Financial Freedom
The freedom to have regular overseas holidays, particularly to North America and Europe as I have a keen interest in sport.
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