David
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
Simon
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
Kira
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
