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
“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