|Name||Gary Jones, AFP® FFPA|
|Address||107 Wills Street
Bendigo, VIC 3550
Gary worked for many years in the Sales and Marketing area prior to becoming a life agent for National Mutual (now AXA) in 1986 then after qualifying as a Financial Adviser moved into management with both MLC and Friends Provident (now Tower Life) before deciding in 1998 to set up his own practice in regional Victoria. In 2003 Professional Investment Services Bendigo Pty Ltd was born as a result of Gary transitioning to an Authorised Representative of Professional Investment Services Pty Ltd. More recently in an effort to improve the services that could be offered to his clients he has now transitoned to Titanium Planners Pty Ltd and renamed the business Platinum Wealth accordingly.
Gary is an active member of the Bendigo Strathdale Rotary Club, having served as President in 2006, Vice President in 2011 and being awarded a Paul Harris Fellow by his Rotary peers. He is currently the Chairman of the Bendigo Chapter of the Financial Planning Association (FPA) a position he has held since 1996. He has been awarded a fellowship with the FPA as well as The Australian Lifewriters Association as well as a Distinguished Service Award for services to the FPA. He is a trained Industry Education Moderator, a proud father and grandfather and is an avid sports follower.
Gary provides a listen, discuss and then advise approach to helping his clients and looks forward to working with you.