Personal Information
Organização/Local de trabalho
Newcastle, Australia Australia
Cargo
Certified Financial Planner , Author, Business Owner, Accredited Estate Planning Specialist, Speaker & Mentor
Setor
Finance / Banking / Insurance
Sobre
11 Church Street, MAITLAND (02) 4933-0100
Gil Gordon is a multi award winning Certified Financial Planner (CFP), author and public speaker. He was the 2013 'Proprietor of the Year' within the RI Advice and RetireInvest dealer group and has won many advice and business awards since joining the Financial Planning profession in 1994.
Despite being the Managing Director and Senior Partner at RI Lower Hunter, Gil's clients range from modest retirees to directors of some of the Hunter Valley's largest companies. His philosophy is simply "Good advice puts people first". This means that Gil strives to understand his clients as people, focusing firstly on their families and personal goals th...
Marcadores
estate planning
financial services
#financialadvice
#fpa
#sales
#estateplanning
#engagement
fpa
financial planning
advice
aging
innovation
will dispute
power of attorney
wills
guardian
business
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Apresentações
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(1)FPA Elev8 - The bugger went and died on me and... I DON'T KNOW WHAT TO DO!
Gil Gordon
•
Há 8 anos
Personal Information
Organização/Local de trabalho
Newcastle, Australia Australia
Cargo
Certified Financial Planner , Author, Business Owner, Accredited Estate Planning Specialist, Speaker & Mentor
Setor
Finance / Banking / Insurance
Sobre
11 Church Street, MAITLAND (02) 4933-0100
Gil Gordon is a multi award winning Certified Financial Planner (CFP), author and public speaker. He was the 2013 'Proprietor of the Year' within the RI Advice and RetireInvest dealer group and has won many advice and business awards since joining the Financial Planning profession in 1994.
Despite being the Managing Director and Senior Partner at RI Lower Hunter, Gil's clients range from modest retirees to directors of some of the Hunter Valley's largest companies. His philosophy is simply "Good advice puts people first". This means that Gil strives to understand his clients as people, focusing firstly on their families and personal goals th...
Marcadores
estate planning
financial services
#financialadvice
#fpa
#sales
#estateplanning
#engagement
fpa
financial planning
advice
aging
innovation
will dispute
power of attorney
wills
guardian
business
Ver mais