Gerrie De Wet

I has been involved in the financial services industry as an accountant and financial planner for 4 years. As a qualified accountant I have a sound understanding of tax legislation and wealth accumulation through tax effective strategies. I have a holistic approach when it comes to financial strategies, which are built around my relationships with my clients and having a sound understanding of their goals and objectives. Financial strategies are tailored for each client and their unique circumstances. As a financial planner and keen investor myself (having personal experience as a small business owner and property developer, through various business ventures and investments) I have developed a sound knowledge of investments, tax, wealth protection strategies and superannuation. My specialist skills are in the areas of Personal Superannuation, Investment Strategies, Wealth/Asset Protection and Taxation. I holds a Bachelor of Commerce in Accounting and are a member of CPA Australia. I have also completed his Diploma in Financial Planning and are continuously undertaking specialised courses to further his financial planning knowledge base.