Gilham

Certified Financial Planner
Authorised Representative No. 230877
SMSF Specialist advisor TM
Dip. F.P., Dip. A.I.I.

Tony has 40 years’ continuous experience in superannuation and investment markets.  His qualifications include Diploma of Financial Planning, Certificate of Superannuation Management (Macquarie University), and he is a Certified Financial Planner & SMSF Specialist Advisor.  He is the Managing Director and Responsible Officer of the company.

Senior Financial Planner, AFP ®
Authorised Representative No. 230876
smsf specialist advisor TM

Paul is a Senior Financial Planner and partner in Gilham Financial Management. Paul has 13 years experience in superannuation and investment markets joining Gilham Financial Management in 1999 after completing his degree at RMIT University. Paul has completed the Advanced Diploma of Financial Planning and is a SMSF Specialist Advisor. Paul is an affiliate member of the Financial Planning Association (FPA) as well being a member of the Self Managed Superannuation Professional Association of Australia (SPAA).

Financial Planner
Authorised Representative No. 291633
DFS (FP), B.Ec. B.Sc.

James joined Gilham Financial Management Pty Ltd in 2001 and was appointed as a Financial Planner in late 2005, having progressed from the role of Paraplanner. James has attained Bachelors of Economics and Science degrees at Monash University and has also completed the Diploma of Financial Services (Financial Planning)

financial Planner, AFP ®
Authorised Representative No. 278061
mappFin(melb), cpa, dfp

Patrick joined Gilham Financial Management Pty Ltd in 2000.  For many years Patrick was the Senior Para-Planner and Manager of our Para-Planning department. Patrick has recently been appointed our latest financial planner.

Patrick completed the FPA Diploma of Financial Planning in 2004 and his Master of Applied Finance studies at the University of Melbourne. Patrick also holds a CPA designation.

Senior Para-Planner

BA. B.Comm., Grad.Dip.App.Fin.

Debbie joined Gilham Financial Management Pty Ltd in 2011 as a Senior Para-Planner. She attained a Bachelor of Arts/Commerce (Monash University) in 2006 and is currently in the process of completing a Masters of Applied Finance through Kaplan. Debbie has been working in the financial planning industry for over four years.

Administration Manager – Self Managed Superannuation Funds
Authorised Representative No. 275149
SMSF SPECIALIST ADVISOR TM
B.Comm.  B.A.  DFS (FP)

Witi has been with Gilham Financial Management Pty Ltd since 1996. She attained a Bachelor of Arts/Commerce (Deakin University) in 1996, the Diploma of Financial Services in 2005 and is a SMSF Specialist Advisor. Witi and her team are responsible for our Self Managed Super Fund administration.

Marketing & Client Services Manager
DIP. FS

Mai is responsible for most marketing and client service functions, as well as being assistant to the Managing Director. Her other responsibilities include assisting the Financial Planners and Para Planners as the main point of contact between the firm and its clients. Mai has completed the Diploma of Financial Services. She has been with the company since 1984.

Operations Manager

Bryan joined Gilham Financial Management Pty Ltd in November 2004 following a 35 year career with Department of Defence.  Bryan manages the administration staff that support the Financial Planners, Self Managed Superannuation Fund and Para Planning departments.  He is also responsible for the administration of the business Compliance requirements.

PARA-Planner
Authorised Representative No 304356
B.Comm. Dip FS

Denise joined Gilham Financial Management Pty Ltd in 2005 in the role of Para planner.  Denise has attained a Bachelor of Commerce from Deakin University and has also completed the Diploma of Financial Services. Denise has had over 10 years experience in the financial sector.