A city skyline at night with a boat in the water.
Gary Thorniley

Gary Thorniley

CFP® BSc GradDipBus GradDipFP MAICD
Authorised representative number: 000259216

Senior Private Client Adviser

My focus is creating, managing and protecting wealth through effective financial management. This involves sensible advice across areas including wealth creation, estate planning, risk management, retirement planning and portfolio management.
Gary has considerable experience providing tailored advice to clients, including 9 years advising farmers and rural businesses before entering the financial services industry as a Private Client Adviser in 2001. Gary is a Certified Financial Planner (CFP).

Investment Style

Gary assists clients to achieve their long-term financial goals using a combination of strategic financial advice and ongoing management of investment portfolios tailored to their particular circumstances.

Services and Specialties

Self-Managed Super Funds
Superannuation Advice
Portfolio Administration
Retirement and Estate Planning
Fixed Interest and Cash Management

Qualifications and Professional Affiliations

Ethics and Professional Relationships
Bachelor of Science (Agriculture)
Graduate Diploma of Financial Planning
Graduate Diploma of Business


Certified Financial Planner (CFP)
Financial Advice Association of Australia (FAAA)
Australian Institute of Company Directors


Financial Planning
Life Insurance
Managed Investments
Margin Lending
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - West Perth. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.