Gary Thorniley

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

Industry Experience

Sectors Covered

Gary Thorniley's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Ethics and Professional Relationships

Bachelor of Science (Agriculture)

Graduate Diploma of Financial Planning

Graduate Diploma of Business

Associations

Certified Financial Planner (CFP)

Financial Advice Association of Australia (FAAA)

Australian Institute of Company Directors

Member of Stockbrokers and Financial Advisers Association

Competencies

Financial Planning

Generic

Superannuation

Life Insurance

Managed Investments

Margin Lending

Securities

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.