Our advisers
MEET OUR
Experienced Advisers
Our advisers hold university and post graduate qualifications and regularly complete additional professional education.
That helps ensure the advice they offer you is leading edge, with an in-depth understanding of the latest investment, strategic and legislative issues.
To request an appointment with Rodney,
please email:
rgray@gordonandgray.com.au
RODNEY GRAY BCom CA FFin CFP
Partner | Senior Adviser | Authorised Representative
Rodney is a partner at Gordon and Gray Personal Wealth Advisers and specialises in advice for clients preparing for, and in retirement and for clients looking to provide financial security across generations. He has been a Financial Planner since 1994 and prior to this had 4 years’ experience as a Chartered Accountant for KPMG. Rodney’s academic & professional qualifications combined with years of experience in retirement planning ensure his clients receive the highest quality, personalised advice.
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)
To request an appointment with Chris,
please email:
ckourmpatsos@gordonandgray.com.au
CHRIS KOURMPATSOS MAppFin BCom BEc FFin CFP
Partner | Senior Adviser | Authorised Representative
For more than 20 years, Chris has helped people make informed decisions about their finances, particularly as they prepare for and transition into retirement.
As a Partner of Gordon and Gray Personal Wealth Advisers, Chris specialises in retirement planning, helping clients navigate the financial decisions that come with this important stage of life.
Chris takes the time to listen to what matters most to each client – their priorities, family circumstances and the life they want to live – before developing clear, practical strategies tailored to their circumstances.
Chris has extensive experience in superannuation, investments, taxation, Centrelink and estate planning, with a particular passion for helping families manage and pass on wealth. Many of his client relationships have spanned decades, and he now advises the next generation as they approach and transition into retirement.
Clients value Chris not only for his knowledge and experience, but also for his approachable nature, sense of humour and ability to make complex financial decisions easier to understand.
Chris is regularly quoted in the national media, has presented information seminars with Centrelink and has taught at the University of Newcastle, reflecting his commitment to sharing his knowledge and contributing to the broader community.
Born and raised in Newcastle, Chris enjoys spending time with his family, keeping active 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 Chartered Institute for Securities and Investment (FCSI)
- Member of the Financial Planning Association of Australia (FPA)
To request an appointment with Megan,
please email:
mlittlewood@gordonandgray.com.au
MEGAN LITTLEWOOD M.Fin Pl B.Com (FP & Accy)
Partner | Senior Adviser | Authorised Representative
Retirement Planning Specialist | Financial Adviser Newcastle | Helping Over 50s Retire with Confidence
I’m a Partner and Senior Adviser at Gordon & Gray Personal Wealth Advisers and have been helping clients achieve their financial goals since 2012.
Based in Newcastle, I specialise in helping people aged 50 and over prepare for retirement and enjoy life after work with confidence. I work with pre-retirees, retirees and their families across Newcastle and Australia to simplify complex financial decisions and create practical strategies that help them feel in control of their future.
Having started my career in paraplanning, I’ve developed strong technical expertise across superannuation, retirement planning, investments, Centrelink and aged care advice. More importantly, I enjoy turning complex advice into straightforward conversations that help clients make informed decisions and move forward with confidence.
One of the most rewarding parts of my role is seeing clients go from feeling uncertain about retirement to feeling confident that they have a clear plan and ongoing support behind them.
I also work closely with adult children who are helping ageing parents navigate retirement, Centrelink, aged care and later life financial decisions. Supporting families through these transitions and helping provide peace of mind for everyone involved is something I find incredibly rewarding.
My goal is simple: to help Newcastle individuals, couples and families achieve financial security, retire with confidence and enjoy the lifestyle they’ve worked hard to build.
Outside of work, I enjoy spending time with my family, Pilates, camping and being outdoors.
Academic Qualifications
- Master 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)