My philosophy is simple: "Good advice puts people first". This means that my team and I strive to understand our clients as people first. We always start with their families and personal goals, then make sure their investment and insurances serve and protect the people and things they value the most.
I am the founder and shareholder of two businesses: the first being RI Newcastle & Lower Hunter, one of the largest businesses in Australia’s best financial advice network; and the second being Systems For Professionals which owns the www.estateplanningforlife.com.au software recognised as the most advanced estate planning software system available in Australia today.
I write regularly for many industry journals and my book "The bugger went and died on me....AND I DON'T KNOW WHAT TO DO!" has been well received.
Over the years our business has been short listed for, and won, a variety of awards, latterly being 2018, 2019 and 2020 Platinum Club winners as well as the 2019 Compliance Practice of the Year and 2019 Proprietor of the Year within the RI Advice dealer group.
I am intensely fascinated by people & families, and their relationship with money. This led me to become one of only a handful of financial advisers in Australia to hold the sought after Accredited Estate Planning Specialist (AEPS) designation.
I started my working life as a Fitter & Turner at BHP, then studied Mechanical Engineering and Mathematics at Newcastle Uni ultimately joining the Financial Planning profession in 1994. 27 years into the profession I still love the job and I look forward to at least another decade of serving my clients.
Married to my child bride for over more almost 28 years, I live on a small acreage in the Hunter Valley and chase my son and 3 daughters from one sporting event to another. When I am not working in my shed I am an enthusiastic (if aging) soccer player and cyclist.
Gil has looked after my financial well being for the past 16 years. I have total faith in his ability to understand and provide the right decisions for my situation
We have been going to Gil and his team for about 20 years and are extremely pleased we did. Gil is very knowledgeable in all financial areas and has a very personable' friendly manner. His advice has been sound and has made our path to retirement stress free. Our retirement can be enjoyed as we know our future is in good hands. We love what Gil does !!!
I have know Gil for a long time and he has always attended to all my financial need in professional and personal way.
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2004
- Years of experience 18
- Certified Financial Planner (CFP)
RetireInvestUnit 1, 11-13 Church St
Maitland, NSW 2320