Private Client Adviser
Gary is a Private Client Adviser in the North Sydney office for the Shadforth Financial Group.
Education and experience
Gary holds a Master of Business (Financial Planning) from Charles Sturt University, a Professional Certificate in Self-Managed Superannuation Funds from Adelaide University and a Diploma of Financial Planning from Deakin University. He was ranked in the top 50 financial advisers across Australia through the prestigious AFR Smart Investor Masterclass for Financial Planning 2008.
Gary is an SMSF Specialist Advisor (SSATM) member of the SMSF Professionals Association of Australia, a CERTIFIED FINANCIAL PLANNER® practitioner of the Financial Planning Association of Australia and a Senior Fellow of Financial Services Institute of Australasia (SF Fin Finsia).
Gary was awarded Best Workshop Presenter and Best Lecturer in NSW for his SIA/Finsia teaching. He was appointed to Finsia NSW/ACT Regional Council 2007-13 and was Chair in 2010-13. In 2013, he was appointed Chair of the Finsia taskforce 'The Future of Wealth Management' and in 2014 appointed to the Finsia Financial Advice and Services Industry Council. Gary also mentors young financial planners.
Gary commenced his career in financial planning in 1989. If he understands your story, aspirations and financial concerns he can help you achieve better outcomes. By listening to and prioritising your personal goals, Gary can give you clarity about your true position. He then uses his insights and perspectives to help you understand your options and make smart decisions (and avoid bad decisions) about money. He has found that when he and his clients work together a partnership of trust develops.
Gary will work with you towards achieving your financial and lifestyle goals. By simplifying the complex, he can coordinate a cohesive financial advice solution across the spectrum of your advice needs. Gary's clients feel empowered and confident, enjoying the flexibility of refining their financial plan over time as their life journey evolves. Ultimately this approach can enable you to relax and lose the stress of worrying about your financial future too.
Outside of work
Away from work, Gary enjoys being involved with a woodworking club which, in addition to personal projects, makes over a thousand toys every year for the Children's Hospital and local family support groups. Gary and his wife Karen have two daughters and one granddaughter.
I value Gary's advice and wealth of knowledge in the investment field and totally rely on his expertise to maintain our funds investments to a high standard, which he has done over the years. He is very informative, helpful and willing to share this with a regular chat and update over the phone. I have every confidence in him and his guidance in areas I know limited information about, which allows me to relax into my retirement knowing good, honest people are managing my funds.
Blogs by Gary Mitchell
22 Mar 2018
On 1 April each year, health insurance premiums increase and this year is no different with an average increase of 3.95%* announced. At the same time, the tax rebate for health fund premiums is decreasing.