About GPL Financial Group
GPL Financial Group (GPLFG) was established in 2002 to attend to the financial planning requirements of clients of GPL Partners’ clients. Over time GPLFG has grown its expertise to add Australian and international share advice, as well as providing a private client offering for those with sophisticated needs. GPLFG works with GPL Partners to provide a Self-Managed Superannuation advice and establishment service.
Advice process
Investment can seem easy during the good times, when the rising tide of enthusiasm lifts all markets. This can lead to excesses. Invariably, times of excess are followed by quieter times when over-priced investments come down to earth and losses can occur. GPLFG’s uses a tested investment process, which values investments on fundamentals such as earnings, the quality of their management and their competitive advantage within the market in which they operate. Using this process, we are comfortable avoiding over-priced investments, preferring instead to search for value in overlooked areas, or wait until better opportunities come along. Whilst not even the greatest investors in history have been able to predict the future, most of them share an understanding of the intrinsic value of an investment and the patience to find opportunities when they arise. At GPLFG, we apply the lessons learned over the decades, to provide our clients with a sound probability of success.
Along with building wealth comes the need to protect your current lifestyle and income. Our investment plan includes consideration of the protection required to maintain your current lifestyle, should unforeseen events occur.
Our Team
Travis Read
Certified Financial Planner
Travis Read has been providing financial advice for more than 25 years. He has a keen interest in investment markets and is able to provide advice on a wide range of investments including Australian and international shares, property, interest bearing investments and managed funds. Travis is an accredited Self-Managed Superannuation specialist and also has extensive experience with trust investment. Travis has a Bachelor of Commerce, The Diploma of Financial Planning, is a Certified Financial Planner and has completed additional post graduate studies in securities. He has successfully completed he FASEA exam.
Steve Wong
Financial Planner
Steve has been involved with financial services for more than 14 years. He has extensive knowledge of risk insurances and is a firm believer in prudent investment and diversification. He has a thorough approach to financial planning matters and likes to take the time to address any questions or concerns a client might have. Steve understands that no two client’s goals and needs are the same and he uses his considerable experience with advice construction and implementation to tailor the financial plan to benefit his clients.
Steve has A Bachelor of Business and Commerce from Western Sydney University and the Diploma of Financial Services (Financial Planning) from Kaplan.
He has successfully completed he FASEA exam.
