Gary is a senior adviser with RSM in Sydney and has been actively involved in the financial services industry for over a decade.
He has extensive experience in advising clients in areas of wealth creation, superannuation, retirement planning, estate planning and asset protection. Gary also specialises in guiding clients through the establishment and management of self-managed superannuation funds (SMSFs).
His extensive qualifications and depth of industry knowledge ensures a high quality experience for all clients. By developing close working relationships, Gary is able to tailor his advice and services to suit the needs of each individual. As a key member within the firm, Gary also has direct access to other technical specialists within RSM to ensure a comprehensive client experience.
RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282
Solutions Gary provides
Gary provides in all areas of financial planning and specialises in the following areas:
- wealth accumulation
- asset protection
- salary packaging
- pre and post retirement planning
- estate planning
- self-managed superannuation funds
- Bachelor of Business
- Graduate Diploma of Financial Planning
- Master of Accounting
- Master of Business Administration
- Certified financial planner professional
- Fellow, Financial Services Institute of Australia
- Member, CPA Australia
- Member, Australian Institute of Company Directors