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  3. Gareth Davies

OUR PARTNERS & ADVISERS

Gareth Davies

Accreditations

BComm(Ec), Dip(FP)

Key areas of focus

Retirement planning, cash flow and budgeting, superannuation (incl. SMSF), investments, savings plans and wealth creation

Office location

Brisbane, QLD

Gareth Davies

Financial Adviser

book a meeting with Gareth

Gareth has enjoyed a fulfilling career in the financial services industry for over 15 years previously working for companies such as JBWere/Goldman Sachs as Director | Wealth Manager; Elston Partners as a Senior Wealth Adviser; Private Client Holdings as Agency Owner | Wealth Manager and Old Mutual, a Fortune 500 company, as Financial Adviser.


Gareth specialises in holistic financial planning and investment management.  He has gained a strong technical knowledge in retirement planning, cash flow and budgeting, superannuation (incl. SMSF), investments outside super, savings plans and general wealth creation.


Gareth enjoys delving deep into the heart of what is important about money for his clients and what affect it can have in their future.  Financial advice is about helping you live the life you desire, achieve dreams you have long held and enjoy your lifestyle now and into the future.


Outside of work, he is a golfer, tennis, squash player, enjoys rugby and loves to hit the surf when he can with his three beautiful children and lovely wife Helene. Gareth puts his clients, family and friends first.


"Everything in life is negotiable except quality." - Gary Player

 

Click here to view Gareth's latest FSG

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