Gil Gordon

Ri Advice Group Pty Ltd

Gold
18 Yrs Experience
Maitland, NSW 2320
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Ri Advice Group Pty Ltd

Unit 1, 11-13 Church St
Maitland, NSW 2320

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

5.00
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

Sort by

5.00

"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"

  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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 !!!"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have know Gil for a long time and he has always attended to all my financial need in professional and personal way."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
1999

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Bachelor of Mathematics (Computer Science) and Bachelor of Engineering

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
1988

Accredited Estate Planning Strategist (AEPS)

Level
0 - Training / Exam / Other
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Gil's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Gil able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Gil's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Gil to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Gil?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Gil provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Gil may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Gil Gordon
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens