Wealth Management

Gillian Witham

Financial Adviser

Gill is an accomplished senior Financial Adviser and a Tax (Financial) Adviser, holding a Master of Applied Finance (Financial Planning). She specialises in providing pre- and post-retirement advice, developing wealth accumulation and tax management strategies for those aged 40 and over, as well as Aged Care Planning.

An adviser at 5 Financial since 2016, Gill enjoys developing strong relationships with clients. She is skilled in developing effective wealth management strategies to build clients’ wealth over time, enabling choices in life that they may never have thought possible.

Gill has experience providing advice in the following areas:

  • Wealth creation
  • Retirement planning
  • Aged care
  • Debt management
  • Personal insurances
  • Business insurances
  • Succession planning
  • Managed and self-managed superannuation direct equities

An accredited Aged Care Professional™, Gill is able to assist clients with the challenge of aged care issues for clients and their parents or grandparents. She holds a Bachelor of Engineering (Civil) and a Master of Applied Finance (Financial Planning). Gill was the recipient of the Financial Planning Association of Australia Prize 2019 and she is a member of the Financial Planning Association (FPA).

In her spare time, Gill loves spending time with her three children, walking, yoga, and enjoying good food and wine with friends.

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