Highly Educated & Knowledgeable Advisers
GFM is a Financial Planning Association (FPA) Professional Practice. This is the highest level of accreditation available to a Financial Planning business. To obtain and maintain this accreditation, our firm must continuously demonstrate the highest professional and ethical standards, and we do so by committing to the FPA Code of Professional Practice and the CFP® Certification.
All our financial planners at GFM are degree qualified, with additional qualifications in financial planning and specialisations in Self-Managed Super Funds. In addition to being well educated, our advisory team is exceptionally experienced with an average adviser duration of over 12 years.
It is ludicrous to think that until recently, the minimum level of education required to be a Financial Planner was a four-subject Diploma. Financial planning is complex. Advisers need to be competent in the continually evolving fields of tax, superannuation, global markets, investments as well as cash flow analysis and therefore all our financial advisers hold qualifications that are well above the industry standard.
Our advisers are well supported by a strong multi-disciplinary team that includes our Paraplanning, Administration and Client Services teams. Our financial planners also have unfettered access to the knowledge and experience of our Accounting and Tax Advice team at GFM Gruchy Accounting.
What Our Clients Say
“Two standout qualities of GFM are that they work well as a team and we have learned that we can trust them completely.”
Ann Sanson & Bill Foddy
“What makes GFM stand out from the rest is their attention to detail, their advice and always being on top of their game. Which, for us, is all the ingredients for success.”
Tony & Jenny Watson