As the Practice Principal of Paladin Wealth Group, Gavin has over 27 years’ experience in the Financial Services Industry and has been providing professional financial planning advice and solutions to his valued clients for the past 21 years.
Gavin attained the CERTIFIED FINANCIAL PLANNER® designation in 2010 through Deakin University, which is the highest standard of certification for financial planning worldwide in over 27 countries, assuring you he works to the highest professional and ethical standards.
Prior to becoming registered with ASIC as a Licensed Financial Planner to provide personal advice on complex financial products to consumers in 2003, Gavin enjoyed a successful career in Financial Services working in Australia for some of the largest domestic and global financial institutions, gaining experience and exposure to:
Financial Markets (Rothschild Australia Asset Management – Rothschild and Co.)
Retail Banking (Citibank Australia – Citigroup Inc)
Asset Finance (Capital Finance Australia – Bank of Scotland PLC)
Superannuation and Life Assurance Markets (Colonial Mutual Life Assurance – Commonwealth Bank Ltd)
Margin Lending (Deutsche Funds Management Australia – Deutsche Bank AG)
Asset Management and Business Development (Deutsche Asset Management Australia - Deutsche Bank AG)
Qualifications Gavin holds the following qualifications:
Advanced Diploma of Financial Services (Financial Planning)
Diploma of Financial Advising
Diploma of Financial Markets
Diploma of Financial Services (Finance/Mortgage Broking Management)
Gavin meets the competency requirements under Australian Securities and Investments Commission (ASIC) Regulatory Guide RG 146.
Qualifications (non-finance related) Gavin holds the following non-finance related qualifications:
JP - Justice of the Peace (Attorney General’s Department of NSW)
Professional Memberships
Gavin is a member of the following organisations by maintaining continued professional development and abides by their individual codes of professional conduct and ethics:
Financial Advice Association Australia (FAAA)
Financial Services Institute of Australasia (FINSIA)
Mortgage and Finance Association of Australia (MFAA)
Professional Designations
Gavin holds the following professional designations:
CERTIFIED FINANCIAL PLANNER® professional (FAAA)
SA Fin - Senior Associate (FINSIA)
Gavin takes prides in developing professional and personable working relationships with all of his clients and is passionate about building their financial knowledge to provide a clear and concise understanding of the goals they are collectively working towards and what they are aiming to achieve.
This enables Gavin to closely partner with his clients to build and protect their wealth and ensure access to funds are provided when they are required the most.
In his spare time, Gavin enjoys travelling, motor cycling, snow skiing, boating, barbequing and is passionate about motorsports.
Amanda takes on the pivotal role of Office Manager/Senior Client Liaison within our Practice, providing a dedicated personalised first point of contact for all of our valued clients and is primarily responsible for the daily operations, including scheduling of all client appointments, document preparation and implementation management.
Having over 13 years’ experience in the Financial Services Industry, Amanda brings to the Practice a wealth of knowledge and experience gained from previously working within the Financial Planning, Mortgage Broking, Legal Services and Printing Industries. Amanda has extensive knowledge regarding each stage of the financial advice process and a thorough understanding of the timely administrative processes required to meet our valued client’s retirement, investment, debt management and personal insurance needs.
Having worked closely with Gavin for the past 8 years, Amanda has strategically developed administrative processes across the areas of both Financial Planning and Mortgage Broking and embraces the development and delivery of our ‘Dedicated Client Experience’ designed to provide superior ongoing support to our valued clients throughout the entire advice process.
Amanda takes pride in building personal rapport with each individual client and is a dedicated team member with exceptional interpersonal skills to ensure your interactions with our Practice are seamless.
In her spare time, Amanda enjoys spending time with family, cruising, flying to new destinations, embracing all cultures and meeting new people. Her hobbies include learning new languages, cooking and reading.
Contact: amanda@paladinwealthgroup.com.au
Emilia Spiradek
Office Administration
Emilia takes on the role of Office Administration with our Practice working offsite, providing additional valuable administration support to Amanda and Patrick to delivering our ‘Dedicated Client Experience’.
Having over 26 years’ experience in the Financial Services Industry, Emilia brings to the Practice a wealth of knowledge and experience gained from previously working within the Funds Management, Financial Planning and eCommerce Industries having worked for Prudential, Colonial Mutual Life Assurance. Colonial First State and Credit Suisse.
Working with Gavin for over 21 years, Emilia has a comprehensive understanding regarding the entire financial advice process and has been integral in strategically developing administrative processes across the areas of both Financial Planning and Mortgage Broking since Gavin first became a Financial Planner in 2003.
Emilia is a dedicated team member who takes pride in supporting all administrative functions of the Practice and, although you may not have direct contact with her, she always ensures a seamless delivery of client service. In her spare time, Emilia enjoys travelling, cooking and reading.
