Gilbert Gordon
Financial Adviser
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About
Gilbert Gordon is an ASIC-registered financial adviser based in Maitland, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Gilbert's extensive qualifications include a Bachelor of Engineering and a Bachelor of Mathematics with Computer Science from The University of Newcastle, complemented by an 8 unit Diploma of Financial Planning and Certified Financial Planner designation from the Financial Planning Association of Australia Limited. Gilbert further holds accreditations in Margin Lending and Geared Investments, is an Accredited Estate Planning Specialist (AEPS), and an Accredited Listed Product Adviser. As a member of the Financial Advice Association of Australia (FAAA), Gilbert adheres to the highest professional standards. Authorised to provide advice on superannuation, insurance, wealth management, and retirement planning, Gilbert offers expertise across a broad spectrum of financial products, including Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Estate planning Ready to take control of your financial future? Contact Gilbert today to schedule a consultation and discover how personalised financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Gilbert Gordon offer?
Gilbert Gordon specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He is also an Accredited Estate Planning Specialist.
What qualifications does Gilbert Gordon have?
Gilbert holds a Bachelor of Engineering, a Bachelor of Mathematics with Computer Science, a Diploma of Financial Planning, and is a Certified Financial Planner. He also has specialist accreditations in Margin Lending and Geared Investments, Estate Planning, and Listed Products.
How can Gilbert Gordon help me with my retirement planning?
Gilbert can help you develop a comprehensive retirement plan tailored to your specific needs and goals. This includes assessing your current financial situation, projecting future income needs, and recommending appropriate investment strategies to help you achieve a comfortable retirement.
What is the process for working with Gilbert Gordon?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Gilbert will then develop a personalised financial plan based on your needs. He will then review the plan with you, answer any questions you may have, and implement the strategies outlined in the plan. Ongoing reviews are conducted to ensure the plan remains aligned with your goals.
What should I expect during my first meeting with Gilbert Gordon?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Gilbert will take the time to understand your needs and provide an overview of how he can help you achieve your financial objectives. It's a great opportunity to ask questions and determine if Gilbert is the right financial adviser for you.
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