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.
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.
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.
Time for a superannuation check-up?
The new financial year has begun, and with it have come some important changes to superannuation from 1 July 2024. With these changes coming into effect, it’s a good time to give your super a check-up.
Scam alert: fake ASIC branding on social media
The Australian Securities and Investments Commission (ASIC) has issued a scam alert warning consumers that there has been an recent increase in the use of ASIC’s logo in social media scams. ASIC’s warning to consumers covers three main areas of concern.
Millions of landlords the target of expanded ATO crackdown
The Tax Office will acquire property management records to clamp down on taxpayers misreporting rental income and deductions.
Government urged to exempt small firms from TPB reforms
The lower risk profile of small practices means they should not face the same scrutiny as larger ones, the NTAA says.
ATO warns businesses on looming TPAR deadline
The ATO is reminding businesses to lodge their tax payable payment annual report by 28 August after issuing around $9 million in penalties in the five years to 2023.
It’s common for small businesses to struggle when understanding their financial data. Cash flow needs and a Profit and Loss statement are analysed more often a business owner and so, understood better.
Unregistered or Registered Trade Marks?
Trade marks are a form of intellectual property protection your business can rely on to distinguish yourself from your competitors. Likewise, you can use trade marks to clearly differentiate your goods and services from your competitors.
Most Popular Operating Systems 1999 - 2022
Check out the most Popular Operating Systems 1999 - 2022
7 Steps to Dealing With a Legal Issue or Dispute
If you run a business for any length of time, you will likely get involved with disagreements and disputes with your associates, whether they be customers, employees, suppliers or competitors.
ATO encourages trustees to use voluntary disclosure service
The ATO is encouraging SMSF trustees to use its voluntary disclosure service to inform it early if a contravention has occurred.
Beware of terminal illness payout time frame
If an SMSF member is diagnosed with a terminal illness, it is best not to close out the fund before the insurance has been paid, says a specialist.
Capital losses can help reduce NALI
Capital losses can be used to reduce or eliminate NALI tax exposures in relation to a tainted capital gain, says a legal expert.
Investment and economic outlook, August 2024
Region-by-region economic outlook and latest forecasts for investment returns.
What the Reserve Bank’s rates stance means for property borrowers
The funding gap between variable and fixed rate loans is continuing to widen.
How investing regularly can propel your returns
Even investing small amounts on a regular basis will compound returns over time.
The superannuation sector’s handling of retirement outcomes will be an area of focus for ASIC which has also committed to review SMSF establishment advice.
Most Popular Operating Systems 1999 - 2022
Check out the most Popular Operating Systems 1999 - 2022
Our investment and economic outlook, July 2024
Our region-by-region economic outlook and latest forecasts for investment returns.
GPL Financial Group welcomes your enquiry. To book an appointment or simply ask us a question, fill in your details and we'll be in touch soon!
The simplest way to resolve a complaint can be to discuss it with us by calling (02) 9579 4655. If we’re unable to address your concerns over the phone, you can lodge a formal complaint – find out how in the section below.
We’ll investigate your complaint and address your concerns as soon as possible. It is a legislative requirement for us to respond to you within 30 days of receiving your complaint.
At any stage you're welcome to contact your assigned Complaint Officer for an update on the progress of your complaint.
If you don’t receive a response to your complaint within 90 days for superannuation complaints or 45 days for complaints about financial advice received, or if you’re unsatisfied with GPL Financial Group’s response to your complaint, you may be eligible to take your complaint to the Australian Financial Complaints Authority (AFCA).
AFCA provides fair and independent financial services complaint resolution that is free to consumers.
Mail: GPO Box 3, Melbourne VIC 3001
Call: 1800 931 678
Online: afca.org.au
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