We are delighted to formally introduce our newest financial adviser, Gillian (Gill) Witham.
Gill joined 5 Financial in November and she has been working closely with our Head of Wealth Management, Jason Petersen, in the months since, gaining a sense of our approach to wealth management.
“When you first meet Gill, you’re instantly struck by her warmth and genuinely caring nature,” says Jason. “Combined with her strong analytical skills and knowledge, she makes a great financial adviser.”
Gill has a Graduate Diploma of Finance and she is currently completing a Master of Applied Finance, specialising in Financial Planning. As an Accredited Aged Care Professional™, Gill also brings special expertise in the growing area of financial planning relating to aged care.
“Many of our clients are reaching the stage where they’re assisting an older parent with their financial affairs, and possibly helping them organise new living arrangements or aged care,” says Gill. “It can be complicated and overwhelming and I’m very mindful of the importance of my role in helping to make the process simpler and easier to navigate, and developing strategies that generate stronger financial outcomes.”
Apart from providing aged care financial planning advice, Gill also advises on other areas including wealth creation, retirement planning, debt management, personal insurances, business insurances, succession planning and direct equities.
She draws on broad life experience having run a family business (in partnership with her husband) for more than two decades, and raising their three children.
Gill’s interest in numeracy and problem solving was forged in her early career as an engineer, after completing a Bachelor’s degree in Civil & Structural Engineering in her early 20s.
“To help people uncover what they truly want out of life and then enabling them to actually achieve this – financially – is what I love the most about this job,” says Gill. “I’m looking forward to developing warm and long-term relationships with my clients so that they can live their lives with the confidence and clarity that their financial situation is in order. I’m very excited to be a part of the wonderful team at 5 Financial, whose core culture is one of truly caring for their clients.”
We are thrilled to have Gill as a member of our advice team and we’re looking forward to introducing her to more of our clients in coming months.
If you’d like to know more about working with Gill to assist you in making the most of your financial arrangements, please contact us.