CFP®, SMSF Specialist Advisor™, FCA – Financial Planning Specialist, B Ec, F Fin
As a Chartered Accountant – Financial Planning Specialist, Certified Financial Planner (CFP) and SMSF Specialist Advisor Harry knows how to “think outside the box” to ensure clients financial positions, complex and simple, are optimised. His ability to demonstrate the tangible value of strategic financial advice is a hall mark of client feedback.
Harry has over 30 years experience in the financial services industry. For 12 years he held senior positions at KPMG, Bankers Trust and Commonwealth Bank of Australia, where he focused on superannuation and funds management, (including property). He has written articles in leading financial papers and periodicals and provided seminars on financial planning in NSW and Queensland.
PGD Financial Services was founded in 2001 with every client coming to him by word of mouth referral. Harry has been recognised by his peers, awarded the AXA/Charter NSW Financial Adviser of the Year award for 2006. More recently Harry and the PGD team were awarded the MLC Advice Partnerships Practice of the Year 2017.
Harry likes to travel with his family and often plans his travels around his two teenage girls dragon boating competitions.
B, Ec, Grad Dip FP, CA, CFP®
Carla is a Certified Financial Planner, with over 15 years’ experience in financial planning. She enjoys working with clients to help them understand their finances and provide them with direction to achieve what is important to them.
Carla’s background as a Chartered Accountant is invaluable in making sure the appropriate structures are used by clients to build wealth. As a mum of three busy children, she is an efficient multi-tasker and can relate to a range of clients, from time-poor professionals to retirees.
Prior to joining PGD Jordan graduated from the University of Technology Sydney with a Bachelor of Business, majoring in Finance and Financial Planning. While studying, Jordan also interned at a NAB aligned financial planning company in a similar role servicing high net worth individuals across Sydney.
In May 2017, Jordan joined the PGD Team as the Client Service Executive. In her role as Client Service Executive, Jordan supports the Practice Principal in developing, implementing and maintaining our client’s financial advice and strategy.
Leah is our Practice Manager and has been involved in the Financial Services industry, specifically at PGD, for over 15 years.
Leah has a Bachelor of Pharmacy and has completed four subjects of her Diploma of Financial Planning.
Having started her career as a retail pharmacist Leah is highly professional, understands business and the importance of customer service.
She assists the Practice Principal in setting business strategy and budgets to ensure the effective running of the practice.