Gareth has enjoyed a fulfilling 20-year career in the financial services industry, previously working for companies such as JBWere/Goldman Sachs as Director | Wealth Manager, Elston Partners as Senior Wealth Adviser, Private Client Holdings as Agency Owner | Wealth Manager, and Old Mutual, a Fortune 500 company, as a Financial Adviser.
He specialises in holistic financial planning and investment management. He has gained a strong technical knowledge in retirement planning, cash flow and budgeting, superannuation (including SMSFs), investments outside super, savings plans, and overall wealth creation.
He enjoys delving deep into the heart of what is important about money for his clients and what affect it can have on their future. For Gareth, financial advice is about helping clients live the life they desire, achieve long-held dreams and enjoy their lifestyle both now and into the future.
Outside of work, Gareth enjoys golf, tennis, squash, rugby, and loves to hit the surf when he can with his three beautiful children and lovely wife Helene. He also serves as secretary for his school's Old Boys union at Bishop College. Gareth puts his clients, family and friends first.
Your adviser is based at our Brisbane office
