Gary has been involved in the Financial Planning Industry since 1996. His prior involvement in the Accounting and Auditing profession, allows him to understand the workings of the business and grasp the importance of having solid and robust policies and procedures in place to allow Advisers to run a successful practice.
Being active as a Financial Adviser in a small Self Licensed Practice, affords Gary the opportunity to understand the complexities and challenges faced by Advisers in the current ever-changing landscape.
Gary’s role as a PDM is to empower Advisers and their Practice to implement the efficiencies that technology provides to future proof their business and provide the much needed professional service to their clients. Adding value to the clients outcome is important for the Practice and the Industry’s sustainability.
Gary is a Sydney northern beaches resident, who enjoys the outdoors, getting out and about on his 25+ yr old motorbike, and giving back to the community via his volunteering work with Warringah Pittwater SES and Duffy’s Forrest RFS.
Associations
Gary is a member of the Self Managed Super Fund Association
