Gilham
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Gilham Financial Management holds an Australian Financial Services Licence (no. 229401), issued by the Australian Securities and Investment Commission (ASIC), to deal in a wide range of deposit products and investment products, including shares, property trusts, managed funds and superannuation accounts. All Gilham Financial Planners are Employee Representatives under the terms of the licence. Unlike many financial planning organisations, Gilham Financial Management has no fund manager, bank, insurance company or other financial institution that holds any equity in the company. As a consequence, the advice and recommendations we offer to you are based entirely on your personal needs and objectives. The company operates from its own premises at 1221 Toorak Road Camberwell. The qualified Financial Planners are members of the Financial Planning Association. Our Financial Planners observe the ASIC Code of Professional Conduct which sets the strictest ethical standards and service performance requirements. We are members of the Financial Ombudsman Service, member ID 11355. Our Financial Planners conduct regular reviews where required on clients’ financial plans to ensure that strategies undertaken, and investments held, are of the highest quality, and are likely to produce the desired results over the medium to long term. All financial advice and recommendations are provided in writing in the form of a Client Statement of Advice. We are a fee-based financial planning practice, and all advice fees, implementation fees and ongoing portfolio management fees will be clearly detailed in writing to you, to seek your approval, before you undertake any new investments or transactions.
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Investment Market Outlook 2012: Good Investment Themes In A Difficult Global Environment
Tony Gilham & Paul Nicol interview Hamish Douglas - CEO and Portfolio Manager of Magellan Financial Group
Upcoming Events
Upcoming Seminar
Monday 17th June 2013 at 12 noon
Navigating The Centrelink Age Pension System
Click here for details...
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What our clients say
We like the ‘feel’ of GFM. The staff are friendly, and importantly, the key players have been there for a long time. Warwick and Susan |
Personalised service – you are treated as a person – not a number. Service quality is high and advice is tailored to the individual. Clive |
Gilhams is an independent company that is truly responsive to our needs. A very friendly team, and nothing is too much trouble. I like the fact that we receive regular suggestions on changes to our portfolio, unlike big institutions, where once your money is lodged, you hear little more. Rob and Kaye |
Two standout qualities of GFM are that they work well as a team and we have learned that we can trust them completely. Bill and Ann |
Simplicity – I often think that “self managed” can be a bit misleading because the fact is that, because of the GFM service, we don’t have to do much to achieve the continuing excellent results that we enjoy. Terry and Judy |
Frequent portfolio reviews – the ability to contact our adviser or support staff for review or advice. Our fund has steadily grown since inception. Alan and Lyn |
There is a good feeling of knowing it is your own fund, not just part of a huge investment company. Peter and Kath |
Our Staff
Latest News
Upcoming Seminar - Monday 17th June 2013 at 12 noon
Navigating the Centrelink Age Pension System
Click here for details...
Federal Budget Update - May 2013