Gary Winwood-Smith
Financial Adviser
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About
Gary Winwood-Smith is an ASIC-registered financial adviser dedicated to helping clients in EDGECLIFF, NSW, and across Australia achieve their financial goals. With a Bachelor of Commerce in Financial Planning and Investments from Griffith University (2003) and a Certificate IV in Finance and Mortgage Broking (2014), Gary combines academic rigor with practical knowledge to deliver tailored financial solutions. His commitment to ethical practice is further underscored by his completion of FPC002B Ethics and Professionalism in Financial Advice in 2025. Gary is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management strategies. He specialises in crafting personalized plans that address your unique needs and aspirations. Whether you're planning for retirement, seeking investment opportunities, or needing to protect your assets, Gary can provide expert guidance. • Superannuation advice • Insurance solutions (Life Risk & Investment Life) • Wealth management strategies • Retirement planning • Investment advice (Securities & Derivatives) Ready to take control of your financial future? Contact Gary Winwood-Smith today to schedule a consultation and discover how he can help you achieve financial security and success.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Gary Winwood-Smith offer?
Gary provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities. He tailors his advice to meet your individual financial needs and goals.
What qualifications does Gary Winwood-Smith have?
Gary holds a Bachelor of Commerce in Financial Planning and Investments from Griffith University and a Certificate IV in Finance and Mortgage Broking. He also completed FPC002B Ethics and Professionalism in Financial Advice.
What is the process for working with Gary Winwood-Smith?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Gary will then develop a personalized financial plan tailored to your specific needs. He will guide you through the implementation process and provide ongoing support and advice.
How can wealth management advice help me?
Wealth management advice can help you grow and protect your assets through strategic investment planning, risk management, and tax optimization. Gary will work with you to create a long-term wealth management plan that aligns with your financial goals.
What should I expect during my first meeting with Gary?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Gary will explain his services and how he can help you achieve your financial objectives. This is an opportunity to ask questions and determine if Gary is the right financial adviser for you.
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