Financial Adviser Profiles
|Rodney Gray BCom CA FFin CFP
Rodney 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 holds a Bachelor of Commerce Degree (BCom) from the University of Newcastle in addition to being a qualified Chartered Accountant (CA), a Certified Financial Planner (CFP) and a Fellow of the Financial Services Institute of Australasia (FFin).
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.
Chris Kourmpatsos MAppFin BCom BEc FFin CFP
Chris has been working with Gordon & Gray Personal Wealth Advisers since 2004 and is a senior partner. He 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 he specialises in maximising the opportunities for his clients to achieve optimal outcomes.
Chris is regularly quoted in the press on financial planning 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.
To request an appointment with Chris please email: firstname.lastname@example.org
I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.
Professional Retirement Advice Pty Ltd T/A Gordon and Gray ABN 32082144876 is an Authorised Representative of Financial Wisdom Ltd ABN 70 006 646 108, AFSL 231138