I am a Senior Adviser & Director at Liquidity Independent Advisers. I proudly provide unbiased professional & bespoke advice, solely with your needs in mind. Being independent is rare. We do not accept any commissions or referral fees from products or other professionals such as Accountants, Lawyers, Mortgage brokers etc. We operate purely on a fee for service basis.
I have been a Financial Adviser since 2006, and have acquired extensive technical knowledge & experience through a broad range of organizations.
I generously sharing my knowledge & guiding my client’s through the ever changing economical & legislative landscape.
I enjoy building relationships with my client’s, which then enables me to get a comprehensive understanding of my client’s needs & aspirations.
My strengths are my ability to simplify the complex, by listening intently & working closely to focus on my client’s needs. In all my client interactions, I always strive to communicate in an easy-to-understand manner.
My advice & strategies always focus on my client’s needs, with the aim to take advantage of opportunities, which will be of benefit.
Opportunities such as –
- Bespoke, individual & tailored financial advice
- Professional opinion & guidance managing your self-managed super fund
- Utilising the superannuation environment to build wealth for retirement
- Using surplus cashflow to save in a tax effective manner & accumulate wealth
- Help manage cashflow & capital to achieve lifestyle goals
- Invest to reduce risk & grow wealth in line with your needs, experience & comfort levels
- Advice to protect your hard-earned wealth in a tax effective way
- Efficient ways to reduce debt and increase wealth
Being independent we do not take any other fees, such as product commissions or referral fees from any professionals. We offer an initial consultation at a small fee where the idea is to establish if you need advice, the areas of advice we can help and then the costs to provide this advice. A small fee for the initial consultation to determine if you need, or want a comprehensive report (Statement of Advice). Details on our website.
I feel extremely happy with all advice I have received from Gavin. He listens to my thoughts and answers any concerns I have. Also I feel we have a good relationship in his understanding of my longer term financial goals. He is very amicable and easy to talk to, all in all a very honest and dedicated gentleman.
Gavin is a very clear communicator that tries to ensure his advice is specific to your requirements. He is able to translate technical financial terms into easily understood details, and ensures you are comfortable with agreed actions. We receive written reports on next steps, with benefits and potential issues to consider before progressing.
I was recommended to Liquidity by a friend in the financial area, and have been very impressed with the knowledge Gavin has provided. He only offers solutions based on your needs and goals, and has always acted in a professional manner.
I highly recommend Gavin to anyone wishing to seek advice on managing their hard-earned assets, savings and superannuation for a self-funded quality retirement. As a couple we have found Gavin to be astute and is a keen listener to our individual wishes and family financial responsibilities alike. He maintains an up-to-date approach to investing our assets to work their best according to our chosen risk requirements. I absolutely trust Gavin with our financial affairs, and we as a couple are grateful, that with his high level of expertise, he is our financial advisor. Gavin makes himself available if any concerns or enquiries arise and we routinely meet to review our financial position in changing global situations. As an independent financial adviser, we find Gavin is a keen advocate for us and considers our financial and life goals.
Gavin is very reliable will not try and sell a product. He is available for you with any queries as all financial issues are quite overwhelming. He is trustworthy and very honest.
Gavin provides me with advice regarding existing and potential investment strategies aimed at optimising my superannuation and ensuring I am comfortable in retirement. I have found his input to be timely, well-considered and valuable. My active involvement in the decision making process is both welcomed and respected.
- Adviser status Gold
- Number of reviews 13
- First year providing advice 2006
- Years of experience 17
- Graduate Diploma of Financial Planning
Liquidity Independent Advisers122 Flora St
Sutherland, NSW 2232
- 9:00am – 5:00pm Monday – Friday
Liquidity Independent Advisers