“Enjoy the little things, one day you may look back and realise they were the big things.”
Gerry has been with our team since 2006. Being our Consulting Paraplanner, he prepares plans for our clients using his extensive experience in advice and strategies. Gerry enjoys the technical aspect of the advice process as well as providing our Advisers and support staff with the necessary tools to help our clients understand and implement their financial plan.
Gerry has been a local for most of his life, growing up in the Geelong region. However being born in Wales originally, he can’t resist watching a good game of soccer. When Gerry isn’t cheering on the Socceroos, he can be found planning his next travel destination, often reminiscing on his trip to Montenegro.
- Diploma of Financial Services (Financial Planning)