The Financial Planning Association of Australia The Financial Planning Association of Australia

Gary Jones, AFP®

Name Gary Jones AFP®
Company Platinum Wealth
Address 107 Wills Street
Bendigo, VIC 3550
Phone 03 54418043

Gary worked for many years in the Sales and Marketing area prior to becoming a life agent for National Mutual (now AMP) in 1986 then after qualifying as a Financial Adviser moved into management with both MLC and Friends Provident (now TAL) 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 transitioned to Synchron Pty Ltd and renamed the business Platinum Wealth accordingly.Gary is an active member of the Kangaroo Flat Rotary Club, having served Rotary 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. Recently Gary was awarded with Life Membership of the FPA as a result of his service to the profession. 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.

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