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.
David James is the founding Financial Planner for GEM Planning. He is the most senior of GEM's planners and has been working in the industry since 1999. He believes that personalized service is essential when matching clients with the right financial security products and services.
His life's work has been built on helping people achieve their goals. For over 18 years prior to commencing a financial planning career, David worked as a professional swimming coach.His greatest enjoyments in life have always been centred around helping others to achieve their goals. David studied successfully as a mature aged student and achieved his Certified Financial Planner (CFP) status in 2004 and currently studying for his Master's in Financial Planning.David has been married to his wife Gaynor for 32 years and together they have two boys. Just recently David (and Gaynor) became Grandparents for the first time and now have a gorgeous Granddaughter.
David is a Life Member of the Grange SLSC and continues to have an active role in patrolling the beach. He also participates in the sporting side of Surf lifesaving and has been State Referee for the past two years.
Simon James has been a part of GEM Planning since 2008. In 2009 he became a general insurance adviser at GEM General Insurance Services Pty Ltd and provided advice on general insurance products for two years. He moved on to become a Financial Advisor in the beginning of 2012 and is now considered one of GEM Planning's Senior Advisors.One of the most important lessons that he has learnt over the last eight years is understanding the needs of clients and recognizing that everyone’s economic and life situation is unique. Simon shows great empathy with his clients and is proud to be a part of a company that provides personalized service. He has an Advanced Diploma in Financial Planning and currently studying for his Master's in Financial Planning.
Simon is newly married and shares his life with Laura and their two dogs Eve and Diego. They enjoy Four-wheel driving, camping and water skiing. Simon is also a patrolling member of the Grange SLSC, and supporter of the Port Adelaide Football Club.
Kira Wilson commenced work at GEM Planning in 2009. Kira was introduced to GEM as part of a School Based Apprenticed Program. Kira excelled at combining work and school and went on to win the South Australia School Based Apprentice of the Year Award.
Kira continued to study, completing a Certificate III in Business Administration and her Diploma in Management.
Now Office Manager and Senior Paraplanner, Kira is the link that holds both the Administration team and the Financial Planners together. She understands that clients are the most important part of GEM Planning and that personalized service is essential. To best achieve this Kira also holds an Advanced Diploma in Financial Services and is continuing to study for her Master's in Financial Planning.
Outside of work Kira and her Partner of 10 years have two boys, the oldest of whom is now at school.
Her family are all proud Port Adelaide Football Club supporters.
Jason James has been with GEM Planning since 2018. He believes his previous three years as an International trader have strengthened his understanding of global economics, which he puts to new use as a Financial Advisor.
Jason is a very well-organised individual, able to keep multiple priorities in mind while aiming for the best outcome for his clients.
He is effectively supported by a team of administration, group benefits and investment product specialists, whose teamwork and professionalism help him build long-term relationships with his growing client base.
Jason has a Bachelor of Economic and Finance as well as an Advanced Diploma in Financial Planning. He is currently a Master's Student in Financial Planning.
Outside of work his interests include swimming and surf lifesaving. He is a Patrolling member (and past Club Captain) of the Grange SLSC and supporter of the Port Adelaide Football Club.
Jason shares his life with his wife Jessica and their new baby daughter.
Financial Planner (Broken Hill)
Angus Stuart is the only permanently placed Financial Planner for GEM Planning's branch in Broken Hill. He has worked in the Financial Planning industry since 2011. Angus's previous employment was in banking, where he covered multiple sectors including Business Banking and Corporate Clients. It is here that Angus was able to build on his interpersonal and analytical skills, expertise essential for work as a Financial Planner.
Angus believes that putting the client first, building rapport and earning their trust you are on the right track to help your Clients reach their financial goals.
Angus holds a Bachelor of Commerce and an Advanced Diploma in Financial Planning.
Angus and his wife Karyn moved to Broken Hill in 2009 with their two boys in search of a more friendly country environment.
As a university student Angus competed for Australia in Bobsleigh at the Calgary Olympics. His other hobbies include sailing, scuba diving, snow skiing and he is a supporter of both the Sydney Swans and St George Illawara.
Vince Fratamico is GEM Planning's newest and youngest Financial Adviser. He commenced work with GEM in 2017 as part of a School Based Apprentice program. He immediately shone as a staff member by demonstrating good old-fashioned hard work and dedication in his roles. His work ethic was rewarded as he won the South Australia School Based Apprentice of the Year in 2017. His attention to detail, good listening skills, and great empathy are symbols of his appreciation by his clients, Vince is mature beyond his years. For those reasons, Vince is now GEM Planning's specialist for Centrelink related issues. Vince holds a Certificate III in Business Administration, Advanced Diploma in Financial Planning and is currently studying for his Graduate Certificate in Financial Planning.