Specialist Areas
Professional Qualifications
- Bachelor of Economics, Macquarie University
- Diploma of Superannuation Management, Macquarie University
- Diploma of Financial Planning, Deakin University
- Certified Financial Planner, CFP Education Program, Deakin University
Experience
Gary has more than 15 years’ experience working within the financial planning industry. 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 and is a member of Prosperity’s Investment Committee.
Memberships and Appointments
- SPAA Specialist Member
- Authorised Representative of Prosperity Wealth Advisory Services Pty Ltd (AFSL 533675)
- ABN 77 003 323 055
- Ranked in Australia's Top 50 Financial Advisers by The Australian's Deal Magazine in association with Barron's (2017).
Awards
- Hillross Adviser of the Year 2016-17
- Barron’s Top 50 Financial Advisers 2017
