Geoff Gawler

Malcolm Jackman

John Wallace

Geoff Gawler

Geoff can be contacted at the following office:

Guild Financial Services
Level 1
5 Burwood Road
Hawthorn VIC 3122

Geoff is a representative of Guild Financial Services Limited, AFSL No. 225590. Information on the services provided by Guild Financial Services, including fees and charges, can be obtained in our Financial Services Guide.

EXPERIENCE

After many years experience in Accounting and Finance Manager positions, Geoff made the transition to Financial Planning in 2000. His Financial Planning experience includes a strong emphasis on strategy and a specialisation in Self Managed Superannuation.

QUALIFICATIONS

Geoff has a Bachelor of Commerce from the University of Melbourne and has met the study and experience requirements to be a Fellow of CPA Australia and a Certified Financial Planner with the Financial Planning Association of Australia.

PROFESSIONAL MEMBERSHIPS

Geoff is a Certified Practising Accountant (FCPA) and a Certified Financial Planner (CFP), which is the highest professional designation awarded by the Financial Planning Association of Australia.

Malcolm G. Jackman

Malcolm can be contacted at the following office:

Guild Financial Services
Level 1
5 Burwood Road
Hawthorn VIC 3122

Malcolm is a representative of Guild Financial Services Limited, AFSL No. 225590. Information on the services provided by Guild Financial Services, including fees and charges, can be obtained in our Financial Services Guide.  

EXPERIENCE  

Prior to joining the Financial Services industry, Malcolm held senior financial management and Treasury positions with some of Australia's largest companies.  

Malcolm has been a representative in the financial services industry since 1992. He has developed a broad range of experience in this time providing a full spectrum of advice including wealth creation, retirement planning and incomes, asset protection, strategic investment and succession planning for individuals and small businesses, and Self Managed Superannuation.  

Malcolm is both a Certified Practising Accountant (CPA) and Certified Financial Planner (CFP) and has been working in the fields of accounting, business and financial services since 1970.  

QUALIFICATIONS  

Malcolm has completed a National Diploma in Business Studies (UK) from South Devon technical College (distinction in all subjects), and has also completed a Diploma in Financial Planning from Deakin University in 1999.  

PROFESSIONAL MEMBERSHIPS  

Malcolm is a Certified Financial Planner (CFP), the highest profession designation awarded by the Financial Planning Association of Australia (FPA). Malcolm is also a Certified Practicing Accountant (CPA) having maintained that status since 1979.  

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John Wallace

John Wallace can be contacted at the following office:

Guild Financial Services
Level 1
5 Burwood Road
Hawthorn VIC 3122

John Wallace is a representative of Guild Financial Services Limited, AFSL No. 225590. Information on the services provided by Guild Financial Services, including fees and charges, can be obtained in our Financial Services Guide.

EXPERIENCE

John has worked as a Senior Financial Planner in the financial services industry since 2005. He joined Guild Financial Services in 2008. In his role, John provides his clients with a full range of planning advice and services.

Prior to moving into financial planning, John spent 30 years working in a wide variety of roles within the finance and investment industry, including senior management and Board roles in superannuation, life insurance and health services.

QUALIFICATIONS

John holds a Bachelor of Science (Honours) degree from Monash University and completed a Graduate Diploma in Financial Planning at the Securities Institute in 2004.

PROFESSIONAL MEMBERSHIPS

John is a member of the Financial Planning Association of Australia.

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 Tony Rush

Heather Dhuna

Tony Rush

Tony can be contacted at the following office:

Guild Financial Services
55 Little Edward Street
Spring Hill
QLD 4000

Tony is a representative of Guild Financial Services Limited, AFSL No. 225590. Information on the services provided by Guild Financial Services, including fees and charges, can be obtained in our Financial Services Guide.

Tony has over 22 years experience in the financial services industry and is both a Certified Financial Planner and Chartered Accountant. This professional experience enables Tony to provide Guild clients with a strategic approach to achieving their objectives.

Tony has been a small business owner in the past operating his own successful Financial Planning business for over 8 years and understands the needs of small business owners and professional people.

Tony assists his clients in achieving their numerous and varied objectives whether they be accumulating wealth for specific needs or for retirement. Tony has helped many of his professional and small business owner clients to plan their way to a successful retirement. He specialises in Self Managed Superannuation Funds.

Tony was appointed to the position of Senior Financial Planner with Guild Financial Services in June 2005.

QUALIFICATIONS

Tony completed a Bachelor of Commerce degree through the University of Queensland in 1987 and a Graduate Diploma in Applied Finance and Investments through the Securities Institute of Australia in 1990. In 1992 he completed his Professional Year to become a Member of the Institute of Chartered Accountants and in 1998 completed his Diploma of Financial Planning through the Financial Planning Association to become a Certified Financial Planner.

PROFESSIONAL MEMBERSHIPS

Tony is a Certified Financial Planner (CFP), the highest professional designation awarded by the Financial Planning Association of Australia (FPA). Tony is also a Chartered Accountant having maintained that status since 1992.

Tony is active in his professions through Committee Membership on the National Committee Member, Financial Planning Special Interest Group, Institute of Chartered Accountants, and as Brisbane Chapter Committee Member, Financial Planning Association of Australia.

Tony is active in his community through being a current Board Member for his children's' school, St Joseph's Catholic Primary School, and through being Treasurer of the Karalee Country Club, both located at Bardon in Brisbane.

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Heather Dhuna

Heather can be contacted at the following office:

Guild Financial Services
55 Little Edward St
Spring Hill
QLD 4000

Heather Dhuna is a representative of Guild Financial Services Limited, AFSL No. 225590. Information on the services provided by Guild Financial Services, including fees and charges, can be obtained in our Financial Services Guide.

EXPERIENCE

Heather has been a representative in the financial services industry since 2003. Heather has developed a broad range of experience in this time providing advice on Personal Life Risk Insurance.

QUALIFICATIONS

Heather completed a Bachelor of Science from the Macquarie University in Sydney in 1995 and has also completed a Graduate Diploma in Financial Planning from the Securities Institute in 2003

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 Matthew Laird

Colleen McKenzie

Matthew Laird

Matthew can be contacted at the following office:

Guild Financial Services
Level 15
1 York Street
SYDNEY NSW 2000

Matthew is a representative of Guild Financial Services Limited, AFSL No. 225590. Information on the services provided by Guild Financial Services, including fees and charges, can be obtained in our Financial Services Guide.

EXPERIENCE

Matthew has been employed in the financial services industry since 2001. Starting at the bottom Matthew worked in a range of customer service, technical and product roles at AMP before progressing into a financial advice role with AMP.

After 4 years Matthew moved to Saccasan Bailey a mid tier accounting firm and led the financial planning business specialising in SMSF's, investments, insurance and structuring advice for small business owners with a focus on healthcare practitioners. In addition to this Matthew was the responsible officer for their Australian Financial Services licence.

In December 2006 the Guild group purchased the Saccasan Bailey financial planning business and Matthew continues to lead the Guild Sydney based financial planning team.

Matthew has considerable experience in the professional healthcare market and understands the key issues that small business owners experience on a daily basis.

QUALIFICATIONS

Matthew is a certified financial planner (CFP) and an accredited specialist SMSF Adviser. He has a Masters in financial planning, Bachelor of Commerce and also holds a Diploma and Advanced Diploma's in financial services.

PROFESSIONAL MEMBERSHIPS

Matthew is a Certified Financial Planner (CFP), the highest profession designation awarded by the Financial Planning Association of Australia (FPA).
Matthew is an accredited SMSF Specialist adviser with the Self Managed Super Fund professionals Association of Australia.

Colleen McKenzie

Colleen can be contacted at the following office:

Guild Financial Services
Suite 274, 7th Floor
7-11 The Avenue
HURSTVILLE NSW 2220

Colleen McKenzie is a representative of Guild Financial Services Limited, AFSL No. 225590. Information on the services provided by Guild Financial Services, including fees and charges, can be obtained in our Financial Services Guide.

EXPERIENCE

Colleen has been in the Financial Services industry since 2000 a representative since 2001. Colleen has developed a broad range of experience in this time providing advice on Personal and Business Life Risk Insurance.

QUALIFICATIONS

Colleen has completed a Diploma of Business and is currently studying a Diploma of Financial Services, Life Insurance.

 Rodney Watts

Simon Johns

Rodney Watts

Rod can be contacted at the following office:

Guild Financial Services
Level 1
9 Bowman St
South Perth WA 6151

Rod is a representative of Guild Financial Services Limited, AFSL No. 225590. Information on the services provided by Guild Financial Services, including fees and charges, can be obtained in our Financial Services Guide. 

EXPERIENCE

Rod has almost 25 years experience in the financial services industry. Rod was appointed to the position of Senior Financial Planner with Guild Financial Services in March 2004 and provides Guild clients with the full spectrum of financial planning services. He is committed to providing the highest level of personal service available with the objective of assisting clients achieve their financial and lifestyle goals. 

Prior to joining Guild Financial Services, Rod gained a wealth of experience in senior financial planning roles with eminent, boutique financial planning organisations across Perth.  

QUALIFICATIONS

Rod has completed a Bachelor of Science, specialising in mathematics, a Graduate Diploma in Applied Finance and Investments, a Graduate Diploma in Business and Administration and a Graduate Diploma in Education. 

PROFESSIONAL MEMBERSHIPS

Rod became a Certified Financial Planner (CFP) in 1995, the highest professional designation awarded by the Financial Planning Association of Australia (FPA). Rod is also a Fellow of FINSIA.

Simon Johns

Simon can be contacted at the following office:

Guild Financial Services
Level 1
9 Bowman St
South Perth WA 6151

Simon is a representative of Guild Financial Services Limited, AFSL No. 225590. Information on the services provided by Guild Financial Services, including fees and charges, can be obtained in our Financial Services Guide.

EXPERIENCE

Simon has almost 15 years experience in the financial services industry. With an initial Accounting and tax background, he has a wealth of knowledge having worked for the last 10 years in a personal financial consulting / investment advising role with a range of boutique Accounting and Financial services firms across Perth. Simon joined Guild Financial Services in May 2008.

Simon can provide solutions in the areas of advice & strategy, superannuation and investment portfolio review & analysis, taxation planning, personal and business risk insurance, succession and retirement planning advice – for small business owners, professionals & retirees. He follows a consultative approach and aims to listen, understand, add value and communicate with you in plain English, to help you obtain your objectives.

QUALIFICATIONS

Simon holds a Bachelor of Commerce with a double major in Accounting and Business Law from Curtin University. He has also completed a Diploma of Financial Planning through the Financial Planning Association of Australia and holds a Certificate of Superannuation Management.