At GEM Planning we aspire to improve your financial position and provide peace of mind through thoroughly understanding your situation and developing strategies that are tailored to your needs.

Meet our Team

Our team has years of experience in financial planning and services. We are a family-owned business and really care about our work.
DavidAlt

David

Financial Adviser
I have been a financial planner since 1999. My life's work has been built on helping people achieve their goals. The 18 years prior to my commencing my financial planning career were spent working as a professional swimming coach. My greatest enjoyments in life have always been centred around helping others to achieve their goals.
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David James

David

I have been a financial planner since 1999. My life's work has been built on helping people achieve their goals. The 18 years prior to my commencing my financial planning career were spent working as a professional swimming coach. My greatest enjoyments in life have always been centred around helping others to achieve their goals. My social time is donated to the community through a heavy involvement in surf lifesaving. I have 37 years' experience as an active surf lifesaver.

Qualifications

  • I have been a financial planner since 1999.
  • I am a CFP Practitioner or CERTIFIED FINANCIAL PLANNER Practitioner.
  • I have also attained a Diploma in Financial Markets and a Graduate Diploma of Applied Finance and Investment from the Financial Services Institute of Australasia.
  • Gearning and Margin Lending
  • Self Managed Superannuation

Memberships and Associations

  • I am also a member of the Financial Planning Association of Australia.

Experience

I have been a financial planner since 1999, I service clients of all walks of life spending large amounts of my time in the rural areas as well as in the city. I have the belief that everyone should have access to the valuable information financial planners provide.

Contact David

Mail: 22 Divett Street Port Adelaide SA 5015

Email: david@gemplanning.com.au

Mobile: 0418 819 800

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Simon

Financial Adviser
I have been a Financial Planner since the beginning of 2012 and an employee of GEM Planning since 2008. In 2009 I became a general insurance adviser at GEM General Insurance Services Pty Ltd and provided advice on general insurance products for 2 years. Prior to moving into the financial services profession I have worked as a life guard, a swimming instructor and swimming coach for 2 years.
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Simon James

Simon

I have been a Financial Planner since the beginning of 2012 and an employee of GEM Planning since 2008. In 2009 I became a general insurance adviser at GEM General Insurance Services Pty Ltd and provided advice on general insurance products for 2 years. Prior to moving into the financial services profession I have worked as a life guard, a swimming instructor and swimming coach for 2 years. The majority of my time is donated to the Grange Surf Life Saving Club where I served as the swim area captain for 3 years and am currently a patrol captain. I have been patrolling member for 10 years and a competitive member for Grange for 16 years.

Qualifications

  •  Diploma of Financial Services (Financial Planning)
  •  RG 146

Memberships and Associations

  •  Financial Planning Association of Australia.
  •  General Insurance Adviser Association

Contact Simon

Mail: 22 Divett Street Port Adelaide SA 5015

Email: simon@gemplanning.com.au

Mobile: 0439 819 809

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Kira

Office Manager
I have been employed at GEM since 2009. My Role is Office Manager and Financial Planner. My Qualifications include a Certificate III in Business Administration, Diploma in Management and I have recently completed a Diploma in Financial Services (Financial Planning). I am an Authorised Representative of AMP Financial Planning Pty Limited.
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Kira James

Kira

I have been employed at GEM since 2009. My Role is Office Manager and Financial Planner. My Qualifications include a Certificate III in Business Administration, Diploma in Management and I have recently completed a Diploma in Financial Services (Financial Planning). I am an Authorised Representative of AMP Financial Planning Pty Limited.

Memberships and Associations

  • FOS Member
  • Financial Planning Association of Australia

Contact Kira

Mail: 22 Divett Street Port Adelaide SA 5015

Email: kira@gemplanning.com.au

Mobile: 0430 110 260

Services

Our financial services cover all bases and provide you with all of your financial needs. If you have any inquiries about what we can do be sure to contact us!

Insurance

Protect yourself and your family in the event the worst happens.

Superannuation

Structure, investment and product advice for both retail and corporate level clients.

Investment Planning

Consideration of investment asset type is the most important component of building an effective investment strategy.

Funeral Bonds

Centrelink friendly assets that are investment linked and provide for funerals.

Education Funding

Planning for the future of your family is easier than you think.

Budgeting

Structured and automated budgeting can help you save money for that trip, car, or new house you want.

Centrelink

Assistance in the application process and ensuring that you are getting the payments that you are entitled to.

Finance Solutions

Assistance in the restructuring of your finance or buying your first home

Retirement Planning

Correct structure is one of the most important components to a happy and care free retirement.
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Book With Us

Know what you need from us? Book an appointment with one of our advisers below!

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Office Locations
Adelaide
22 Divett Street, Port Adelaide SA 5015
Kadina
59 Port Rd, Kadina SA 5554
Mobile Locations
  • Mildura/Sunraysia region
  • Melbourne
  • Sydney
  • Whyalla
  • Yorke Peninsula