Advice from the heart

Gary-Spencer-and-his-son

After graduating from university with a Bachelor of Commerce, Gary initially worked for a ‘big 4’ accounting firm and later went onto managing investments for a large international fund manager in London. For the last 15 years, he has been working with individuals and families in financial planning in Sydney.

He is both a Chartered Accountant (Financial Planning Specialist) and a Certified Financial Planner. 

Gary’s breadth of knowledge and deep insights as a professional financial adviser in tax, investments and strategic advice , as well as his personal experiences with special needs, qualify him to guide your family in a very practical way.

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Testimonials

What you have done for us is quite extraordinary – I had no idea such things were possible, and I know you have spent so much time getting it right for us. We are so thankful to you for that.
— Satisfied Special Needs Parent
You can tell that you are passionate about this stuff. Unlike most financial advisers, you ‘give a damn’. I am so glad we were introduced to you...you have been incredibly thorough in the setting up of the Special Disability Trust.
— Brother looking after his special needs sibling’s affairs
Gary’s just a great guy - a very genuine, very caring sort of person, and also very knowledgeable.
I find him very gentle and easy going ...but I also have a great deal of confidence in his judgment. He achieved a great result in using my son’s inheritance to purchase the right accommodation for his needs.
— Mother of wheelchair bound child with special needs