Prior to joining Prosperity, Gary held senior financial planning roles with a Big 4 accounting firm and another national top tier accounting and financial advisory firm. His most recent role included management responsibility for the firm’s Financial Planning Investment Review Committee and internal compliance standards. He has more than 13 years experience working within the financial planning industry, with five of those as a Senior Planner. Gary specialises in developing financial planning strategies for his business and high net worth clients. He works closely with his clients to understand their financial position and then presents sound investment advice and strategies to meet their goals. He keeps abreast of the most recent industry changes, issues and trends. Gary is a regular presenter of seminars and training for his clients and internal staff. Gary is committed to providing the best advice and service for his clients.
Gary's ideas of Financial Freedom
My idea of financial freedom is about firstly setting yourself some long term financial and lifestyle goals. These goals should aim to give you financial independence in the future. Your goals should provide you with a comfortable lifestyle and to also allow you to do the things in life that you have always wanted to do. These goals may include that big overseas holiday, taking up a new hobby or spending more time with family.