02 4926 1033

Level 8, 77-79 Hunter Street, (Cnr Hunter & Bolton Streets) Newcastle NSW 2300

Our Advisers

MEET OUR

Experienced Advisers

Our financial advisers hold university degrees and post graduate qualifications, participating in continuing professional education to provide you with a disciplined and structured process of ongoing service and review whilst clearly explaining all costs involved.

Our professional qualifications, experience, and commitment to ongoing education ensure our clients receive only the highest quality advice and strategies.

Our experience, dedication, and expertise provide the key elements of a successful financial planning partnership, upon which we have built and will continue to grow and differentiate our business.

gordon and gray rodney desk

To request an appointment with Rodney,
please email:
rgray@gordonandgray.com.au

RODNEY GRAY (BCom CA FFin CFP)
Authorised Representative

Rodney is a partner at Gordon and Gray Personal Wealth Advisers and specialises in providing financial planning advice for clients preparing for, and during, their retirement. He has been a Financial Planner since 1994 and prior to this had 4 years’ experience as a Chartered Accountant for international firm KPMG. Rodney’s academic & professional qualifications combined with years of experience in the specific area of retirement planning ensure his clients receive the highest quality, personalised advice available.

Rodney is married to Nerida and they have a daughter, Scarlett, and son Louis. He has lived in Newcastle all his life and in his spare time he enjoys reading, travelling and golf.

Academic Qualifications

  • Certified Financial Planner (CFP)
  • Bachelor of Commerce (BCom) – University of Newcastle, Australia
  • Chartered Accountant (CA)
  • Graduate Diploma of Applied Finance & Investment (GDipAppFin) – Financial Services Institute of Australasia

Professional Memberships

  • Fellow of the Financial Services Institute of Australia (FFin)
  • Member of the Financial Planning Association of Australia (FPA)
  • Member of Chartered Accountants Australia & New Zealand (CA)
  • Tax Practitioners Board Tax (Financial) Adviser
gordon and gray chris desk

To request an appointment with Chris,
please email:
ckourmpatsos@gordonandgray.com.au

CHRIS KOURMPATSOS (MAppFin BCom BEc FFin CFP)
Authorised Representative

Chris is a partner at Gordon and Gray Personal Wealth Advisers and has strong technical knowledge in the areas of Superannuation, investments, taxation, Centrelink and estate planning. He understands how the different areas of financial planning interrelate and specialises in maximising the opportunities for his clients to achieve optimal outcomes.

Chris is regularly quoted in the media on financial planning issues and topics, co-presented information seminars with Centrelink and taught at the University of Newcastle. Chris’s experience, academic and professional qualifications ensure that his clients receive the highest quality ongoing advice and service at all times.

Chris sees his role as helping clients make well informed decisions about their investments and retirement, providing them with confidence, peace of mind and security.

Born and bred in Newcastle, in his spare time Chris enjoys spending time with family, exercising and following the Newcastle Jets.

Academic Qualifications

  • Certified Financial Planner (CFP)
  • Master of Applied Finance (MAppFin) – Kaplan Education
  • Graduate Diploma of Financial Planning (GDipFinPlanning) – Financial Services Institute of Australasia
  • Graduate Diploma of Applied Finance & Investment (GDipAppFin) – Financial Services Institute of Australasia
  • Bachelor of Commerce (BCom) – University of Newcastle, Australia
  • Bachelor of Economics (BEc) – University of Newcastle, Australia

Professional Memberships

  • Fellow of Financial Services Institute of Australasia (F Fin)
  • Member of the Financial Planning Association of Australia (FPA)
  • Tax Practitioners Board Tax (Financial) Adviser
gordon and gray megan desk

To request an appointment with Megan,
please email:
mlittlewood@gordonandgray.com.au

MEGAN LITTLEWOOD ((M.Fin Pl B.Com (FP & Acy))
Authorised Representative

Megan joined the team at Gordon and Gray Personal Wealth Advisers in January 2014. She has worked in the financial planning industry since 2012 where she started out in a paraplanning role which allowed her to build up the in-depth knowledge and technical expertise required to help her clients achieve their goals.

Megan enjoys creating practical and straightforward strategies for clients to achieve their retirement goals. The fact that she can make a positive difference in a client’s life is what really drives her. The end goal for Megan is to see clients enjoy a worry-free life.

Megan has a particular interest in helping elderly people and their family’s transition from independent living to dependent living with home care and residential aged care.

In her spare time Megan enjoys spending time with her family, Pilates, camping and generally spending time outdoors.

Academic Qualifications

  • Masters of Financial Planning (M.Fin Pl) – Kaplan Education
  • Bachelor of Commerce (Financial Planning and Accounting) (B.Com FP & Accy) – University of Wollongong, Australia

Professional Memberships

  • Member of the Financial Planning Association (FPA)
  • Tax Practitioners Board Tax (Financial) Adviser

WANT TO WORK WITH US TO HELP BUILD YOUR FUTURE FINANCIAL SECURITY?