An experienced and passionate senior financial adviser offering holistic advice to clients across a variety of specialisations including investments, personal risk insurance, superannuation and SMSFs, retirement planning, and aged care.
Outstanding communicator that can simplify the technical and deliver high quality and relevant goals-based advice to clients in an educative and conversational style that supports the clients’ understanding.
An accomplished financial services professional and executive that has led and managed practices of associate advisers, paraplanners and adviser support staff, along with other multi-disciplinary teams across a number of firms both within the financial services industry and outside.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 50
- First year providing advice 2014
- Years of experience 12
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Highest qualification
- Master of Management
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Language spoken
- English
Gill and Co Advisory Pty Ltd
20 Honeymyrtle DrBanora Point, NSW 2486
Licensed by
Gill And Co Advisory Pty Ltd
AFSL 551560