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"The only thing to do with good advice is to pass it on. It is never of any use to oneself" - Oscar Wilde
"Wealth is the ability to fully experience life" - Henry David Thoreau
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Our Team

Tony Sirett AFP® Dip FP (FPA)
Authorised Representative
Managing Director/Senior Financial Adviser

Tony Sirett is an Authorised Representative of Avery Gibson Financial Services Pty Ltd and has been issued Authorised Representative number 261457 by the Australian Securities and Investment Commission (ASIC). Avery Gibson Financial Services Pty Ltd is a Corporate Authorised Representative of Plan 2 Pty Ltd, Licensee Number 237874. Tony is authorised to provide financial advice and deal in financial products through Avery Gibson Financial Services Pty Ltd.

Education and Qualifications
Tony has completed a Diploma of Financial Planning with the FPA and has completed numerous other industry specific accreditations and courses. Tony continues to undertake a combination of structured and self-learning to develop his qualifications as part of his ongoing commitment to professionalism

Experience
Tony is the Managing Director of Avery Gibson Financial Services and the Responsible Manager of the Australian Financial Services License for Plan 2 Pty Ltd. He has a proactive approach to developing long term relationships which are based on high levels of personalised service, coupled with professional advice. He has been in the financial services industry since 1990, working primarily as an Advisor but also as a Business Development Manager for a global fund manager and insurance company.

Tony's contagious enthusiasm for the financial services profession provides clients he works for with a sense of confidence and positive direction for their financial future.

Away from the office, Tony loves spending time with his wife Meredith and two sons Lochlan and Harrison. He enjoys keeping fit and all outdoor activities. He also enjoys a very wide range of sports and cultural activities and sharing fine food and wine with friends and family.

Paul Jackson AFP® Dip FP (FPA) C Dec
Authorised Representative

Senior Financial Adviser

Paul is employed as Senior Financial Adviser of Avery Gibson Financial Services Pty Ltd. He has been issued Authorised Representative number 257781 by the Australian Securities and Investment Commission (ASIC). Avery Gibson Financial Services Pty Ltd is a Corporate Authorised Representative of Plan 2 Pty Ltd, Licensee Number 237874. Paul is authorised to provide financial advice and deal in financial products through Avery Gibson Financial Services Pty Ltd.

Education and Qualifications

Paul has completed the Diploma of Financial Planning (equivalent to the current Advanced Diploma of Financial Planning), and has a Certificate in Applied Self Managed Superannuation Fund Advice and is a Commissioner for Declarations in Queensland. Paul has been recognised as an Associate of the Financial Planning Association - Practitioner’s Division.

Experience

Paul has worked in the financial services industry since 1978 and as a Financial Planner specifically since 1998. He worked as a Bank Manager and Financial Planner for two of the ‘Big Four’ banks as well as a credit union, an accountancy firm and a law firm in Brisbane. Paul has experience in the specialised area of Self Managed Superannuation (SMSF) as well as direct investing and retirement planning. Following an earlier role as a specialist retirement planner, Paul has extensive Centrelink experience and has previously lectured final year students in Bachelor of Financial Planning at Griffith University in “Retirement and Estate Planning”.

Paul has a clear focus to helping clients invest efficiently and prudently by developing sound strategies and using appropriate asset selection to realize their goals. Paul can assist in the following areas:

  • Specialised planning for individuals and families
  • Tax Planning strategies and tax effective structures
  • Risk management through personal insurance
  • Superannuation – employer and personal, as well as establishment, administration and investment management of self-managed superannuation funds
  • Redundancy/Retirement planning
  • Estate Planning.

When Paul is not advising clients he can be found spending time with his family, and competing and coaching young track cyclists at state level. Paul also has interests in family history research and sports such as Olympic Lifting and Surfing.

David Marsden CFP®, MFinPlan JP (Qual)
Authorised Representative
Senior Financial Adviser

David Marsden is an Authorised Representative of Avery Gibson Financial Services Pty Ltd and has been issued Authorised Representative number 361919 by the Australian Securities and Investments Commission (ASIC). Avery Gibson Financial Services Pty Ltd is a Corporate Authorised Representative of Plan 2 Pty Ltd, Licensee Number 237874. David is authorised to provide financial advice and deal in financial products through Avery Gibson Financial Services Pty Ltd.

Education and Qualifications
David is a member of the Financial Planning Association and is a CERTIFIED FINANCIAL PLANNER™ professional. He holds a Masters Degree in Personal Financial Planning from the University of Southern Queensland, the FPA Diploma of Financial Planning and also a Graduate Diploma of Management from Deakin University.

David is also a Justice of the Peace JP(Qual) for the State of Queensland.

Additionally, he holds professional engineering qualifications and is a Member of the Institution of Engineers Australia and a Chartered Professional Engineer (Retired).

Experience
David entered the financial planning profession in 1994 following a successful Electrical Engineering career in the Royal Australian Navy. He has more than 19 years experience in wealth management and providing professional financial advice, including over 9 years operating and managing an Australian Financial Services Licence for a large Brisbane Chartered Accounting firm.

David helps clients to make smart choices about their money in harmony with their own values and for reasons that are important to them. He works with them to develop comprehensive strategy and investment solutions to maximise their wealth opportunities. He specialises in providing strategic wealth management advice, planning and implementation, including:

  • Specialised planning for high net worth individuals and families
  • Expatriate financial planning
  • Tax Planning strategies and tax effective structures
  • Risk management through personal insurance
  • Superannuation – employer and personal, as well as establishment, administration and investment management of self-managed superannuation funds
  • Redundancy/Retirement planning
  • Estate Planning.

Away from the office, David is actively involved in the community as a Member and Past President of the Lions Club of Moggill-Mt Crosby.

He has also recently completed an 11 year term as a Member of the Board of Directors of Karuna Hospice Services, a charitable palliative care organisation that provides in-home care to the terminally ill and support for their families.

David maintains an active interest in Naval matters and holds the rank of Commander in the Royal Australian Navy Reserve.

Gary McPhee B.Com MBA, Dip FS (F/MB)
Mortgage Manager

Education and Qualifications
Gary is an Authorised Credit Representative of Plan 2 Pty Ltd trading as Avery Gibson Lending. He has been issued with Credit Representative Number (415380) and also holds his own Australian Credit Licence (387389) issued by Australian Securities and Investments Commission (ASIC).

Gary has the following qualifications;

  • Diploma In Financial Services (Finance / Mortgage Broking)
  • Bachelor of Commerce and Master of Business Admin

Experience
Gary McPhee has over 18 years Sales and Marketing experience working in Senior Management roles in the fast moving consumer good industry and 6 years Banking and Finance experience.

He is a member of the Mortgage & Finance Association of Australia (MFAA) and is also a member of Australian Finance Group (AFG) giving him access to over 800 home loan products across a range of Australia’s best lenders.

His value proposition is to provide clients with expert loan planning and lending advice, presenting solutions that offer peace of mind whilst matching the individual circumstances and needs of all clients. Gary takes a problem-solving approach which allows him to move towards a value add philosophy that see’s him viewed as a trusted advisor.

Buying a new home or investment property whilst being an extremely exciting time can also be a stressful one; Gary’s goal is to make the loan process simple, stress-free and seamless. He takes pride in offering all clients a superior level of customer service coupled with an honest and knowledgeable approach to their individual lending needs throughout the loan process.

Gary is able to offer a comprehensive, complementary review of your current and future lending needs. He works closely with our professional advisers here at Avery Gibson Financial Services to ensure the correct loan structures now and into the future.

Away from the office, Gary loves spending time with his two children, Tayla and Matthew and the company of his good friends and family whilst taking an active interest in current affairs, keeping fit and improving his golf handicap!

Sharyn Clark Dip FP (FPA), J.P(Qual)
Authorised Representative
Practice Manager

Education and Qualifications
Sharyn Clark is an Authorised Representative of Avery Gibson Financial Services Pty Ltd and has been issued Authorised Representative number 383511 by the Australian Securities and Investment Commission (ASIC). Avery Gibson Financial Services Pty Ltd is a Corporate Authorised Representative of Plan 2 Pty Ltd, Licencee Number 237874. Sharyn is authorised to provide financial advice and deal in financial products through Avery Gibson Financial Services Pty Ltd.

Sharyn has completed the Diploma of Financial Planning and is also a Justice of the Peace (Qualified).

Experience
Sharyn has been in the financial planning industry since 1990 and has a broad depth of knowledge and understanding of the many facets of financial planning. Sharyn looks after the back office systems in the business and provides strength in the group, making sure everything runs efficiently.

Sharyn is involved with the management of the business, compliance and overseeing Statement of Advices and Client Reviews. Sharyn is also a Director of Super Admin Solutions, our sister Company which provides the Administration for Self Managed Super Funds.

Away from the office, Sharyn enjoys travelling, camping and photography

Laura Jackson Dip FP (Kaplan)
Authorised Representative
Financial Adviser

Education and Qualifications
Laura Jackson is an Authorised Representative of Avery Gibson Financial Services Pty Ltd and has been issued Authorised Representative number 434888 by the Australian Securities and Investment Commission (ASIC). Avery Gibson Financial Services Pty Ltd is a Corporate Authorised Representative of Plan 2 Pty Ltd, Licencee Number 237874. Laura is authorised to provide financial advice and deal in financial products through Avery Gibson Financial Services Pty Ltd.

Laura has completed the Diploma of Financial Planning through Kaplan.

Experience
Laura started working in the Financial Services industry in 2003 working for a large General Insurance company for over 5 years. She made the move to Financial Planning in 2009 and started out as a Client Services Officer before progressing into Paraplanning. Laura started with Avery Gibson in July 2012 as a Paraplanner / Associate Adviser and has now moved into a Financial Adviser role within the business. Laura’s role with Avery Gibson involves preparing financial plans, strategy preparation and assisting clients to protect and plan for their future. She has a passion for helping people and works with them to implement a holistic financial plan to achieve their goals and financial dreams. She specialises in providing strategic advice, planning and implementation including:

  • Specialised planning for high networth individuals and families
  • Tax Planning strategies and tax effective structures
  • Risk management through personal insurance
  • Retirement and transition to retirement planning
  • Risk management through personal insurance
  • Education funding
  • Debt management
  • Centrelink

Away from the office, Laura loves spending time with her partner and family. She enjoys reading, camping, relaxing with family and friends and is very passionate about her karaoke!

Henry McGhee Dip. FP
Authorised Representative
Financial Adviser

Education and Qualifications

Henry has completed the Diploma of Financial Planning.

Experience
Henry’s life in the Financial Services Industry commenced back in 2005 whilst working for a successful Sunshine Coast based financial planning firm. Since this time, his roles have varied from general administration, to client service officer and client service manager in various financial planning practices. Before coming on board as ‘Review Manager’ for Avery Gibson, Henry’s most recent role was working as a Business Development Manager for one of Brisbane’s Boutique Superannuation Funds.

Henry’s main duties as our Review Manager are:

  • Client Relationship management
  • Liaising with Financial Planners to discuss individual client situations
  • Maintaining Investment Portfolios data to ensure accuracy
  • Preparing the Investment Portfolio Reviews for clients
  • Reviewing Insurance policies to ensure our clients have the best cover available.

One of the major draw cards for Henry deciding to leave the Funds Management arena to return to the Financial Planning was to have the ability to offer a more personal level of service to the individual clients whilst building up a strong and long lasting rapport.

Away from the office Henry loves spending time with his wife and 2 young children. He openly admits to being a massive fan of MasterChef so most weekends you can also find him (attempting) to cook up a storm in the kitchen then enjoying it later on with a couple of good friends and a bottle of fine wine.

Joel Townsend Adv Dip FP
Client Services Officer

Education and Qualifications
Joel has completed the Advanced Diploma of Financial Planning in addition to a Bachelor of Property Economics and Development. He is currently completing his Certified Financial Planner qualifications as part of his ongoing pursuit to become a highly skilled professional.

Experience
Joel has recently transitioned to the Financial Services Industry from a background in Property Valuation and Development. He is currently a Client Service Officer with Avery Gibson and intends to become a Financial Adviser in the near future.

Joel's main duties as a Client Service Officer are:

  • Liaising with clients to enable the successful implementation of the recommendations provided to them.
  • Supporting all team members where possible to assist in the efficient operation of the business.

Away from the office Joel enjoys spending time with family and friends, keeping fit and travelling.

Avery Gibson Financial Services Pty Ltd (ABN: 45 119 229 980) is a corporate authorised representative of Plan 2 Pty Ltd (ABN: 60 010 875 073), an Australian Financial Services Licensee. (Licence No. 237874)