Gill (Gillian) has an Applied Science Degree and commenced her working life as a Medical Scientist. She then went on to complete a Graduate Diploma in Practicing Accounting from Monash University and later articulated to the Master of Practising Accounting from Monash University. Gill is a Certified Financial Planner CFP® and a Certified Practising Accountant CPA® with a Specialist Financial Planning designation. Gill has been involved in the Financial Services industry for over 15 years and has a passion to assist and nurture clients through challenging life stages. Gill has a keen interest in women’s financial wellbeing.
Gillian is authorised to provide financial advice through Advocate Advisory. Please refer to the link at the bottom of this page for more information about Advocate Advisory.
VALE PETER JACKSON
11/04/1971 - 30/06/2019
Peter we are so grateful to have known you as a friend and highly respected colleague. You exemplified professionalism in your approach to your work.
Your strength and resilience in adversity over the last three years was tremendously inspirational. You will be sadly missed.
Our sincere condolences to your family and especially to the light in your life your daughter Imogen who you spoke of with so much adoration.
Rest In Peace Pete
Peter was a Certified Financial Planner CFP®. He had a Master in International Marketing and Postgraduates Certificates in Applied Finance & Corporate Management. Peter was a Member of both the Financial Planning Association and the Responsible Investment Association of Australia and took a keen interest in Ethical Investment Options for his clients.
Peter had been working in the Industry for over 20 years, his most recent roles saw him manage a National Team of Financial Planners and work with some of the biggest non-bank financial institution in Australia, both in the retail and the not-for-profit sectors.
Outside of work Peter enjoyed spending time with his family and was a keen amateur photographer.
Peter was an authorised representative trading as Element Financial Solutions. Peter was authorised to provide advice through Advocate Advisory Pty Ltd ABN 14 150 153 503 | AFSL 405576. Peter also worked as an associate of Virtue Strategic Advisor, with whom he shared the same company values.
Erik is a Certified Financial Planner CFP®. Erik has an Advanced Diploma in Financial Planning [Adv Dip FP] and a Bachelor of Business (Financial Planning) [BA Bus] from RMIT University. Erik has specialist accreditation in Aged Care planning and SMSF. He has been involved in the Financial Services industry for over seven years. Erik commenced his working life in hospitality and education and worked throughout Europe and Asia before settling in Australia in 2004.
Erik loves spending time outdoors and can be found taking his family camping in the beautiful Australian Bush. Erik has passion for environmental sustainability having owner built an eco-friendly home.
Erik is authorised to provide financial advice through Advocate Advisory.