We are committed to forming close partnerships with our clients. This way we can understand your unique situation and customise the assistance we provide to suit your needs.
Wealth Creation
Regardless of your current financial position and financial life stage, Gillespie Wealth Management undertake a complete analysis of your goals to develop your financial plan.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from the effects of compounding returns.
Wealth Protection
Insurance is the foundation of all financial plans. Gillespie Wealth Management can help you evaluate the risks and come up with the right insurance solution for you and your family.
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Our Team
John established the firm in 1989 and has concentrated on maintaining a very hands on and personal service to all of our clients.
John has a Bachelor of Arts in Accounting; he is also a qualified Chartered Accountant & Registered Tax Agent. John is a Certified Financial Planner and accredited Mortgage Consultant.
John has extensive experience in taxation, accounting, and business management issues affecting small business.
John has gained invaluable experience in the management of the issues that small business owners face daily through his long standing relationship with some of Canberra’s leading small businesses.
John’s interests include spending time with his family, rugby – Brumbies and Marist and travelling.
Stuart is a qualified Financial Planner who enjoys helping clients achieve their financial objectives through providing quality advice. His academic qualifications include the Diploma of Financial Planning and an Honours Degree in Economics. Stuart is currently working towards his Certified Financial Planner (CFP) qualification, which is the highest professional designation for a Financial Planner.
Stuart has a wealth of experience in Financial Services, having worked as an adviser in the United Kingdom for 14 years. On his move to Australia in 2011, he gained the necessary qualifications to provide advice in this country. Regardless of the location, being passionate about the financial wellbeing of his clients and always putting their interests first has been fundamental to Stuart’s success in the Financial Services Industry.
Stuart is committed to providing his clients with a high level of service in a professional manner; including strategies to cover wealth protection, wealth creation, pre-retirement and retirement strategies, maximising Centrelink benefits and minimising tax in retirement.
Outside of work, Stuart enjoys spending time with his family, travelling and a round of golf when time allows!
Julie joined Gillespie Group in October 2007 after moving from Sydney to Canberra. Julie has over 20 years experience in the superannuation and insurance sector, working in roles ranging from super fund and pension administrator, to team leader, project management leader to technical services, para-planner and finally, to financial planner. Julie has an excellent understanding of the superannuation and insurance industry as well as Centrelink and Aged Care issues.
Julie became an authorised representative in 2010 after completing her Diploma in Financial Planning and she is currently completing her Advance Diploma in Financial Planning with plans to complete a Life Insurance Specialist and Estate Planning Specialist designation in the near future. Julie’s area of expertise is in Personal Life Insurance and Succession Planning for small to medium business owners.
Julie also holds a Diploma in Mortgage Broking and has also been working in our mortgage division for the past 5 years.
Julie is a mother to Jamie and Katherine and together with her partner Ronnie, enjoys quality family time together by exploring all that Canberra and the surrounding regions have to offer.
Ray has more than 30 years’ experience in the finance industry, commencing as a self-employed insurance consultant and subsequently working within several major corporations. His financial services background includes; insurance advice, management, banking and financial planning. Ray has extensive experience in personal insurance, investments and superannuation (including self-managed superannuation and defined benefit schemes) as well as retirement income products.
Ray enjoys working with his clients to ensure they understand their pre and post-retirement options. This allows them to make informed decisions; providing them with peace of mind about their current financial decisions and puts them on track to enjoy a comfortable retirement lifestyle.
Ray is a member of the Financial Planning Association (FPA) and abides by their code of professional conduct and ethics. He is also a Member of the Australian Institute of Management (AIM).
Ray’s interests include spending time with his family, organic gardening, travel and photography.