|Name||Gary Cutler, CFP®|
|Company||Life Insurance and Super Pty Ltd|
43-47 Duke Street
Albany, WA 6330
Gary has over 23 years experience within the Financial Planning Industry out of a total of 38 years in the Financial Services Industry. Prior to joining Life Insurance and Super Pty Ltd he gained considerable Financial Planning experience running another boutique Financial Planning business and with companies such as the Commonwealth Bank, GIO Australia and AMP.
Life Insurance and Super Pty Ltd has its own Australian Financial Services Licence No 405456 and is committed to professionalism and excellence in all aspects of client service and advice without the constraints imposed by any banks, insurance or financial services companies.
Gary undertakes continuing education, in all aspects of financial planning, in order to ensure that his advice reflects this professionalism.
Gary passed the FASEA exam on 6 April 2020 and has a FASEA approved Graduate Diploma of Financial Planning, an Associate Diploma of Business (Banking & Finance) and a Diploma of Financial Planning. He was appointed a Certified Financial Planner by the Financial Planning Association (FPA) in July 2000.
Following independent verification and certification by Global Mark of his professional competency, experience, knowledge and practices in Self Managed Super Funds Gary was was appointed a SMSF Specialist Adviser of the SMSF Professional Association of Australia in 2005.
Gary is also accredited to provide Salary Packaging advice to employees of organisations that receive salary packaging administration services from Maxxia, Paradigm Total Salary Management, RemServ and SmartSalary.
On the 5 August 2103 he was also approved and registered as a Tax Agent for Financial Planning Advice and SMSFs by the Tax Practitioners Board