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
Company Details
- Employees
- 19
- Founded
- -
- Address
- 190 Through Rd, Camberwell,victoria 3124,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- gfmwealth.com.au
- HQ
- Camberwell, Victoria
Gfm Wealth Advisory Questions
Gfm Wealth Advisory's website is gfmwealth.com.au
Gfm Wealth Advisory's LinkedIn profile is https://au.linkedin.com/company/gfm-wealth-advisory
Gfm Wealth Advisory has
19 employees.
View email and phone details for 19
employees at Gfm Wealth Advisory.
Gfm Wealth Advisory's industry is
Financial Services
Gfm Wealth Advisory's top competitors are
Partners Wealth Group,
Tribeca Financial,
Lgt Crestone Wealth Management Limited,
Verse Wealth,
Miq Private Wealth,
Hwp - Hamilton Wealth Partners,
Endorphin Wealth,
Thriving Wealth,
First Financial,
Hewison Private Wealth.
Gfm Wealth Advisory's categories are Financial Services
Gfm Wealth Advisory's founding year is 1973
