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Gary Mitchell Email & Phone Number
Subject Co-Ordinator - Professional Ethics and Contemporary Financial Planning
at
Charles Sturt University
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Role
Subject Co-Ordinator - Professional Ethics and Contemporary Financial Planning
Location
Kirrawee, New South Wales, Australia
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Gary Mitchell is listed as Subject Co-Ordinator - Professional Ethics and Contemporary Financial Planning at Charles Sturt University, a company with 4259 employees, based in Kirrawee, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Gary Mitchell.
Gary Mitchell previously worked as Subject Co-Ordinator - Professional Ethics & Contemporary Financial Planning at Charles Sturt University and Private Client Adviser at Shadforth Financial Group Ltd. Gary Mitchell holds Master Of Business (Financial Planning), Financial Planning from Charles Sturt University.
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Charles Sturt University
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Profile bio
About Gary Mitchell
I have been a financial planner for over 30 years. For over 20 years I have also taught financial planning subjects. Now my focus is solely educating financial planners.I have specialised on the intersection of ethics and behavioural finance. My practitioner experience enables me to teach applied methodologies that help students come to grips with the 'heuristic risk' of unknown biases.Integral to my role is ensuring students understand the way our brains operate and use heuristics to allow us to function. The same heuristic shortcuts that help us to function can also lead to ethical blindness with poor outcomes for both clients and ultimately advisers.It's a fascinating part of being an adviser. The pity is that it took a Code of Ethics to shine a spotlight on our unknown biases. I am the past Chair for the NSW/ACT Regional Council for Finsia.I have been a mentor with Finsia - where senior finance professionals are matched to newer finance workers to assist them work through their career ambitions.I was the Chair for a Finsia review in 2013 of the Future of Wealth Management - addressing the issues confronting the industry at all levels in light of the impacts of regulatory changes and changing consumer expectations.I have acted as a lecturer and workshop presenter for Finsia and it's predecessor, the SIA, and won awards for my teaching.I have been a member of subject Task Forces developing and updating subjects.I act as an enabler; when I was an adviser to enable clients to achieve lifestyle goals by underpinning their financial goals; and teaching and mentoring new planners in ethical dealing.
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Charles Sturt University
9 roles
Gary Mitchell work experience
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Subject Co-Ordinator - Professional Ethics & Contemporary Financial Planning
Current
May 2018 - Present
Private Client Adviser
My passion is to help people make smart decisions about money. Understanding a client's values and targetting ways to achieve financial outcomes that support their life values and lifestyle goals enables me to be a choice architect for my clients.I use a Decision Making Framework to assist clients understand the ramifications of their decisons and how.
Feb 2014 - May 2022
Trainer
Sia/Finsia - Kaplan
I teach financial planning courses - from risk insurance, asset classes, client engagement, advice, superannuation (accumulation and pensions) to ethics.This began with the SIA, which became Finsia after the merger with the AIBF, and then moved to Kaplan when that company bought the education business from Finsia.
Mar 1998 - Jun 2017
Senior Financial Planner
- My responsibilities were to advise HNW individuals and self managed super funds - in effect being their choice architect helping them make smart choices with money. Particular areas of focus:
- Values based life planning
- Structuring of assets
- Self Managed Superannuation
- Superannuation & retirement planning
- Risk management
Jun 2007 - Jan 2014
Previous Chair Of Regional Council Nsw/Act
I was invited to join the Regional Council in 2008 and then in June 2010 was asked to be the Chair. During my time as Chair I successfully reinvigorated the Council twice - bringing in diverse experience from all areas of the finance industry. In the last refresh of the Council, we achieved a majority gender split of 57% female Regional Councillors - way.
Jun 2008 - Dec 2013
Senior Manager Advice
Responsible for the quality of advice for St. George and Bank SA financial planners.Responsible for Approved Product List, training planners in new products and strategies to utilise for clients.Also acted as main presenter for National Seminar Series we ran. Involved in targeting the audience and building the seminar presentation concepts.
Feb 2001 - Jun 2007
Aug 1999 - Feb 2001
Financial Planner
Last position was in Financial Planning - commenced 1989.Prior to that, various roles, from branches to head office functions.Specialties - Computer Based Training, Financial Services Training.
Aug 1974 - May 1999
4 education records
Gary Mitchell education
Master Of Business (Financial Planning), Financial Planning
Prof. Certificate, Smsf'S
Certificate Iv Worplace Training & Assessment, Training And Assessment
Finsia
Dfp, Financial Planning
FAQ
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What company does Gary Mitchell work for?
Gary Mitchell works for Charles Sturt University.
What is Gary Mitchell's role at Charles Sturt University?
Gary Mitchell is listed as Subject Co-Ordinator - Professional Ethics and Contemporary Financial Planning at Charles Sturt University.
Where is Gary Mitchell based?
Gary Mitchell is based in Kirrawee, New South Wales, Australia while working with Charles Sturt University.
What companies has Gary Mitchell worked for?
Gary Mitchell has worked for Charles Sturt University, Shadforth Financial Group Ltd, Sia/Finsia - Kaplan, Morgan Stanley Wealth Management, and Finsia (Financial Services Institute Of Australasia).
How can I contact Gary Mitchell?
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What schools did Gary Mitchell attend?
Gary Mitchell holds Master Of Business (Financial Planning), Financial Planning from Charles Sturt University.
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