STAFF | Curtis Gaston

EXPERIENCE

Curtis joined Accord Financial Solutions in 2017 after previously working in Melbourne. Curtis started in the administration team and then progressed to full time paraplanning & advising.

In 2019 Curtis moved to an Adviser role, providing support to the senior advisers of the firm by preparing advice documents and participating on the Investment Committee and Compliance meetings.

Prior to joining Accord, Curtis worked for Centrepoint Alliance (ASX:CAF). During his time with Centrepoint he was gained experience in licensee operations, 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, watching the area transform from a quiet country town into a thriving city. His first job was with the local butcher, where he helped produce up to 500 kg of product a day, and he later worked as a Duty Manager at Kmart.

In his spare time, Curtis enjoys motorsport, barbequing, golfing, and spending quality 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) (University of South Australia)
  • Bachelor of Commerce (Accounting) (University of South Australia)
  • FASEA Qualified
  • SMSF Specialist (SMSF Association)
  • Tax for Financial Advising (Kaplan Professional)

AUTHORISATIONS

Curtis is authorized to provide advice on the wide range of services as available by the Licencee as listed below.

  • Aged Care
  • Centrelink advice;
  • Estate planning advice;
  • Ethical Investments;
  • Gearing strategies;
  • Life, Total & Permanent Disablement, Trauma, Business Expense and Income Protection insurance;
  • Redundancy;
  • Responsible Investments
  • Retirement planning & strategies;
  • Salary Packaging (including Salary Sacrifice);
  • Share market investment advice;
  • Superannuation, rollover advice and strategies;
  • Wealth Creation; and
  • WorkCover Compensation Payments

In relation to credit products advice, new loan facilities will be referred to a broker panel.

PROFESSIONAL MEMBERSHIPS

  • FAAA - Financial Advice Association of Australia
  • SMSFA - Self Managed Super Fund Association
  • Institute of Public Accountants

VISIT US

Suite 3, Ground Floor, 206 Greenhill Road,
Eastwood SA 5063

 

CALL US

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

 

EMAIL US

services@accordfs.com.au