- GJ Private Wealth

Contact GPL on 9527 9446

About us

gpl Wealth Solutions has earned the reputation of being a dynamic provider of holistic financial planning solutions. Our extensive experience and specialised expertise will impress you.

The practice is large enough to offer specialised advice and small enough to give personal service to its clients and has developed into a full financial service practice providing a complete range of services to our clients.

General advice we provide:

Retirement planning
Financial planning
Small business advice
Banking solutions
Investment planning
Superannuation
Estate planning
Salary packaging
Wealth management
Debt management
Wealth protection
Group insurance
Company insurance

Andrew Caulfield

CFP®, CERTIFIED FINANCIAL PLANNER®,
Director

Andrew has 30 years experience in the Financial Services Industry.

In my leisure time, I enjoy going to the gym, riding my motor bike and spending time with my wife and children.

Advice I specialise in;

Retirement planning
Financial planning
Small business advice
Investment planning
Superannuation
Estate planning
Salary packaging
Wealth management
Debt management
Wealth protection
Group insurance
Company insurance

General advice I provide

Banking solutions

Qualifications

Diploma of Financial Planning, DipFP
Bachelor of Arts, BA
CERTIFIED FINANCIAL PLANNER TM, CFP®
Accredited Mortgage Consultant (AMC)
SMSF SPECIALIST ADVISOR TM

Memberships and Associations

Financial Planning Association FPA.
The Association of Financial Advisers, AFA.
Self Managed Super Fund Professionals’ Association of Australia (SPAA).
MFAA – Mortgage and Finance Association Australia

Experience

I have been in the Financial Services Industry for more than 30 years, which also includes a career in Investment Banking.

My areas of expertise are Retirement Planning, Self Managed Superannuation funds and Corporate Superannuation.

Office staff

Administration: Colleen, Bahija, Nicole, Wendy

gpl Wealth Solutions FSCG

Comments are closed.