Gail Gadd

Gail Gadd Financial Planning

4.95
5 Reviews
Silver
20 Yrs Experience
Cherrybrook, NSW 2126
Hi! I'm Gail and I would like the opportunity to provide you with financial advice. Firstly, I'd like to let you know more about me. I started off my career at the Johannesburg Stock Exchange as Dealer (floor trader) in 1986 and moved to Australia in June 1992. I worked with Australian stock brokers providing share investment advice for approximately 9 years. A year later, in 2002, after having a baby, I returned to the industry as a Financial Planner. I believe that we all need a little advice from time to time. If you would like to sit down and discuss what you need to know about investing and planning for the future, or what do with your super or pension, you may call me. We can arrange a meeting and get to know each other, then make some plans.

Expertise

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

I have different fees for different services and they will be explained in detail at our first meeting.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 5
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Diploma of Financial Markets
  • Language spoken
    • English

Gail Gadd Financial Planning

6A Kalumna Cl
Cherrybrook, NSW 2126

Opening hours

  • 9:00am – 3:00pm Monday – Friday

Licensed by

Lifespan Financial Planning

AFSL 229892

4.95
5 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.95
Customer care
4.95
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"Under a great deal of financial end of year pressure Gail was able to come up with a strategy for us which we have implemented. Having dealt with a few financial planners on two continents I think we have found someone in Gail that we can trust our business with. Kevin 4563 QLD"

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gail is very thorough and offers a very comprehensive analysis of my financial circumstances."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gail has been very good to us. She looks after (or rather advises us) on our 'blue chip' share portfolio. She is on top of what is going on the market advises us when to buy or sell. She is very approachable and really easy to talk to. I feel we are very special clients"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Advice is excellent my client's are very happy with her constructed folio, returns & the monitoring of existing investment. I will be recommending her to other clients."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gail is friendly and approachable. She explains issues well and it is always looking to improve our situation. I would recommend her to anyone that is looking for a decent advisor."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Growing Assets

Qualifications & Training

Diploma of Financial Markets

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2002

Professional Memberships

Financial Services Institute of Australasia (FINSIA)

Membership type
Member
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