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Contact GPL on 9527 9446

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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

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

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