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Curtis Gaston

STAFF | Curtis Gaston

EXPERIENCE

Curtis joined Accord Financial Solutions in 2017 after previously living & working in Melbourne. On arriving at Accord, Curtis started learning the business from the ground up. He started in the administrative team and then progressed into full time paraplanning.

In 2019 Curtis was added as an Associate Adviser with Accord Financial Solutions. The main role to provide support to the senior advisers of the firm by preparing advice documents and being a part of the Investment Committee.

Prior to joining Accord, Curtis worked for Centrepoint Alliance. At Centrepoint Curtis was exposed the Financial Planning industry on multiple levels. During the three years with Centrepoint he was exposed to Licencee operation, Compliance, Business Development, Projects and events management. Curtis worked with Centrepoint in Adelaide for 2 years before moving to Melbourne for a year.

BIOGRAPHY

Curtis grew up in Mount Barker in the Adelaide Hills and watched it from from country town to a sprawling metropolis. Curtis had various roles growing up, worked for the local butcher producing 500 kg of sausages a week and also working as a Duty Manager at Kmart.

In Curtis’ free time he enjoys following motorsport, operating the barbecue and spending time with friends and family.

 

ADVISER PROFILE

Authorised Representative No: 127 1437 of Accord Financial Solutions Pty Ltd (AFSL 323379)

QUALIFICATIONS

  • Bachelor of Applied Finance (Finance)
  • Bachelor of Commerce (Accounting)

PROFESSIONAL MEMBERSHIPS

  • AFA – Association of Financial Advisers
  • TPB – Tax Practitioners Board as a tax (financial) adviser

VISIT US

Unit 6, Level 1, 206 Greenhill Road,
Eastwood SA 5063

 

CALL US

Phone +61 (08) 8271 2688
Fax +61 (08) 8271 5688

 

EMAIL US

services@accordfs.com.au