GFM Wealth Advisory

GFM Wealth Advisory offers specialised advice in the areas of Self-Managed Superannuation Funds (SMSF), Investment Management, Financial Planning and Accounting. Approximately 15 years ago we decided to focus our business model to specialise in Self-Managed Superannuation Funds (SMSF). Although GFM has operated and managed SMSFs on behalf of clients since 1996, our significant growth over this period has been largely attributed to GFM’s concentration on managing SMSFs. Today, the vast majority of GFM’s client base is SMSF clients. The SMSF service offering is a complete “in-house” offering including SMSF set-up, administration, compliance, ongoing investment advice and accounting. It is our dedicated client base that has driven the continued growth of our business over the years by referring family and friends to us. We don’t undertake any form of external advertising. Our financial planners are highly qualified and along with many of our senior support staff, possess significant technical expertise. We are a Financial Planning Association (FPA) accredited Professional Practice and members of the SMSF Association of Australia. Importantly, GFM Wealth Advisory is 100% privately owned by our directors and senior staff. No fund manager, bank, or other financial institution holds any equity in our company. GFM operates under our own AFSL with a strong philosophy of independent thinking and direct investing. We charge for our services on a fee for service basis. The GFM team currently consists of a large number of experienced, qualified people, comprising: • Five financial planners, all authorised representatives of GFM Wealth Advisory with extensive experience in the financial services sector • Five qualified accounting professionals • A number of other professionally qualified staff and support personnel