Garry Leary2021-08-16T02:27:42+00:00

Financial Planner Profile

Garry Leary

Senior Financial Planner

My principal role is to meet with clients, to gain an in depth knowledge and understanding of their current financial circumstances including a detailed analysis of all assets, liabilities, superannuation and investments and applicable personal insurances and in turn relate this information back to their financial goals and objectives. After analysis of the above I will formulate recommendations based on these goals and objectives.
I am currently Head of the Financial Planning team within Nationwide Financial. I have been involved in the Financial Planning profession for more than 4 decades.

Qualifications

  • Diploma Financial Planning

What to Expect When We First Meet

The 3 major benefits I promise my advice will deliver are:

1. Making my clients financially better off
2. Providing complete peace of mind
3. Delivering life changing outcomes

What will take place during the appointment?

The appointment will last approximately two hours, and will cover the following:
 An introduction to our service
 A discussion of your lifestyle and financial goals and how we can work together to achieve these goals
 A review of your personal and financial situation
 Agreement as to the next steps to be taken

What to bring to the meeting:

In preparation for your Initial meeting I have included the following items in preparation for your meeting:

  • Financial Services Guide Part 1 to retain for your records
  • Adviser Profile to retain for your records
  • Acknowledgement of FSG Part 1 & 2 to be signed and returned

Please also bring:

 Your latest tax return
 Bank statements
 Investment statements (including share statements)
 Superannuation statements
 Details of insurance policies
 Details of Wills & Power of Attorneys’
 A Budget (attached below)– This provides insight into your disposable income and is an important part of the Financial Planning Process

What Are My Ethics and Values?

I believe that as an employee you should apply yourself diligently to the tasks asked of you. This requires a clear and unambiguous understanding of your employment role. Never be afraid to contribute even if it does not fit within your employment role. Assume responsibility for everything you do. Always give 100% effort. Working with colleagues in a team environment requires mutual respect, tolerance and understanding. All workplaces should avoid negativity. Above all you must enjoy what you do.

What are your hobbies and interests?

  • My Family
  • Involvement in my local Church
  • Philanthropy
  • Cricket
  • Rugby Union
  • Sport in general
  • Classical Music and Music of the ’50s, 60’s and 70’s
  • Reading, particularly Australian history; biographies, and autobiographies
  • Live theatre
  • Good food/good wine/good company
  • Travel

“Always give 100% effort. Above all, you must enjoy what you do.”

Financial Planning Services:

  • Personal Superannuation advice
  • Self Managed Super Funds
  • Wealth Management & Non-Super Investment advice
  • Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
  • Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
  • Taking a redundancy
  • Inheritance
  • Family matters

  

  • Gearing advice through Margin Lending strategies
  • Debt Management
  • Estate Planning
  • Cash Flow Management
  • Pre Retirement and Retirement Planning
  • Centrelink Benefit Strategies
  • Estate planning
  • Relationship breakdown

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