Gary Winwood-Smith - Senior Financial Planner

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Gary Winwood-Smith "I am passionate about working with people to identify, clarify and quantify their dreams. Together, with focus and determination, we can achieve amazing results."

Unique Qualities

A mix of experience and education (emphasis on continuing professional development)
Natural leadership (managed the Practice in his late 20’s)
Focused on you (prefers the sound of your voice)
Will grow older with you (plans to be here for the next 30 years)

Gary joined W. Bracey Sydney Financial Services in 2004. Since then Gary has undertaken a variety of roles including, Technical Manager, Financial Planning Manager and Practice Manager. In these roles, he has demonstrated his ability to solve complex problems by thinking outside the box. In his last 3 years as the Practice Manager, SFS has maintained the “Certified Quality Advice Practice” designation. Gary is currently pursuing his Certified Financial Planning certification with the Financial Planning Association.

Specialist Skills

Wealth creation strategies
Debt and cash-flow management strategies
Risk insurance strategies
DIY and Self Managed Super Funds (SMSF advice)
Retirement planning advice

Professional Qualifications

Bachelor of Commerce (Financial Planning and Investment)
Self-Managed Superannuation Funds (SMSF) Program

Membership and Associations

Authorised Representative of AXA Financial Planning
Member of the Self-Managed Super Fund Professionals’ Association of Australia
Member of the Credit Ombudsman Service

Career and Industry Highlights

With over eleven years experience in financial planning and risk management fields and work spanning across small business, sole traders, families and individuals, Gary is well versed to efficiently solve complex financial issues.

Gary has also had substantial experience managing the technical team, the financial planning team and the entire practice.

Personal Interests

Outside of work, Gary enjoys spending time with his wife and young family. When he’s not changing nappies, Gary likes playing golf, touch football and swimming.

Gary Winwood-Smith is an authorised representative of AXA Financial Planning Limited, ABN 21 005 799 977, AFS Licence No. 234663, member of the AMP Group.
This document provides general information only. Before making any financial or investment decisions, we recommend you consult a financial planner to take into account your particular investment
objectives, financial situation and individual needs. AXA Financial Planning and its Authors or omissions of information supplied in this document.

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