Advice from the heart
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 24 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.
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.”
“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.”
“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.”