Big Heart, Big Expertise

Gavin brings an abundantly successful financial advisory career to McLardy McShane Financial Services. He is a known and sought-after adviser, having been a trusted partner for private clients for more than 20 years.

Gavin is a big-hearted financial expert, whose professional ethos is driven by transparency, accountability, compassion, and authenticity.

Gavin’s laser-like focus on his client’s financial goals and wealth aspirations, drive his every move. His proven approach to financial advisory, involves developing a deep knowledge of his client’s financial values and priorities, then carving the right pathway to help them get there.

With a down-to-earth, collaborative style, Gavin will transpose a client’s financial insecurity into a positive, achievable outlook using practical yet savvy advice, suited squarely to the client’s unique situation.

Download bio

Specialisations

Throughout his career, Gavin has honed his financial advisory skills across key specialisations.

With a diverse knowledge bank and a keen eye for savvy yet disciplined financial solutions, Gavin allows his clients to make calculated financial decisions, that improve their current lifestyle, and their future position.

Gavin’s areas of specialist expertise include:

  • Investments: covering stocks, bonds, annuities and retirement investments
  • Superannuation
  • Retirement Planning: factoring in the variables unique to his individual clients including age, health, financial situation and lifestyle goals
  • Estate Planning: meticulous strategy planning to ensure his client’s assets are properly managed and distributed
  • Centrelink: effective management of social security finances

“I get enormous satisfaction and delight when I see my clients, who I genuinely care about, succeed in their life’s ambitions. If my clients are in a good space, I am truly happy.”

A Genuine Bloke

Gavin’s wholehearted approach to his work and his life leaves everyone in his orbit feeling supported, seen, and cared for.

As an ambassador for Beyond Blue, Gavin represents one of Australia’s most important initiatives, in helping people with mental illness. He believes this ambassadorship is a privilege, and it is core to one of his key motivations in life: helping people.

Beyond his charitable work, Gavin is a keen cricketer, and committed sportsman. He is also a devoted and proud Dad to two teenage boys – his life’s greatest achievement.

Always one to ‘have a go’, Gavin is one of those people who, upon meeting, you walk away feeling happy to have done so.

Qualifications

  • Bachelor of Commerce (B.Ec.)
  • Diploma in Financial Studies (DipFS)
  • Advanced Diploma of Financial Services (Adv.DipFS.)
  • Authorised Rep No. 284655

Background & Motivation

Gavin’s career commenced in the wholesale money markets before he moved into private client consulting and financial planning. Gavin has always taken account of the unique circumstances of each individual client. He operates with compassion, understanding and the highest levels of care.

confidence in your future
McLardy McShane Financial Services

Level 3, Building 7
Botanicca Corporate Park
570-588 Swan St, Richmond VIC 3121
support@mclardymcshane.com.au
+61 3 92909200 or 1300 032 086

confidence in your future
McLardy McShane Financial Services

Level 3, Building 7
Botanicca Corporate Park
570-588 Swan St, Richmond VIC 3121
support@mclardymcshane.com.au
+61 3 92909200 or 1300 032 086