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Gary Thorniley
CFP® BSc GradDipBus GradDipFP MAICD
Senior Private Client Adviser
My focus is creating, managing and protecting wealth through effective financial management. This involves sensible advice across areas including wealth creation, estate planning, risk management, retirement planning and portfolio management.
Gary has considerable experience providing tailored advice to clients, including 9 years advising farmers and rural businesses before entering the financial services industry as a Private Client Adviser in 2001. Gary is a Certified Financial Planner (CFP).
Investment Style
Gary assists clients to achieve their long-term financial goals using a combination of strategic financial advice and ongoing management of investment portfolios tailored to their particular circumstances.
Services and Specialties
Self-Managed Super Funds
Superannuation Advice
Portfolio Administration
Retirement and Estate Planning
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Ethics and Professional Relationships
CERTIFIED FINANCIAL PLANNER®
Bachelor of Science (Agriculture)
Graduate Diploma of Financial Planning
Graduate Diploma of Business
Associations
Certified Financial Planner (CFP)
Financial Advice Association of Australia (FAAA)
Australian Institute of Company Directors
Competencies
Financial Planning
Generic
Superannuation
Life Insurance
Tax (financial) Adviser
Managed Investments
FASEA Financial Adviser Exam
Margin Lending
Securities
Direct International Equities Trading Adviser
ASIC Financial Advisers Register
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - West Perth. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
