About Me

As the Practice Principal of Paladin Wealth Group, Gavin has over 29 years’ experience in the Financial Services Industry and has been providing professional financial planning advice and solutions to his valued clients for the past 23 years.

Gavin attained the CERTIFIED FINANCIAL PLANNER® designation in 2010 through Deakin University, which is the highest standard of certification for financial planning worldwide in over 28 countries, assuring you he works to the highest professional and ethical standards.

Prior to becoming registered with ASIC as a Licensed Financial Planner to provide personal advice on complex financial products to consumers in 2003, Gavin enjoyed a successful career in Financial Services working in Australia for some of the largest domestic and global financial institutions, gaining experience and exposure to:

* Financial Markets (Rothschild Australia Asset Management – Rothschild and Co.)
* Retail Banking (Citibank Australia – Citigroup Inc)
* Asset Finance (Capital Finance Australia – Bank of Scotland PLC)
* Superannuation and Life Assurance Markets (Colonial Mutual Life Assurance – Commonwealth Bank Ltd)
* Margin Lending (Deutsche Funds Management Australia – Deutsche Bank AG)
* Asset Management and Business Development (Deutsche Asset Management Australia - Deutsche Bank AG)

Qualifications

Gavin holds the following qualifications:

* Advanced Diploma of Financial Services (Financial Planning)
* Diploma of Financial Advising
* Diploma of Financial Markets
* Diploma of Financial Services (Finance/Mortgage Broking Management)

Gavin meets the competency requirements under Australian Securities and Investments Commission (ASIC) Regulatory Guide RG 146.

Qualifications (non-finance related)

Gavin holds the following non-finance related qualifications:

* JP - Justice of the Peace (Attorney General’s Department of NSW)

Professional Memberships

Gavin is a member of the following organisations by maintaining continued professional development and abides by their individual codes of professional conduct and ethics:

* Financial Advice Association Australia (FAAA)
* Chartered Institute for Securities & Investment (CISI)
* Mortgage and Finance Association of Australia (MFAA)

Professional Designations

Gavin holds the following professional designations:

* CERTIFIED FINANCIAL PLANNER® professional (FAAA)
* SA Fin - Senior Associate (FINSIA)
* MCSI - Member (CISI)

Gavin takes prides in developing professional and personable working relationships with all of his clients and is passionate about building their financial knowledge to provide a clear and concise understanding of the goals they are collectively working towards and what they are aiming to achieve.

This enables Gavin to closely partner with his clients to build and protect their wealth and ensure access to funds are provided when they are required the most.

In his spare time, Gavin enjoys travelling, motor cycling, snow skiing, boating, barbequing and is passionate about motorsports.