Our Team


Gavin Moore

Managing Director / Senior Financial Adviser

Gavin-colourI am in my 15th year of providing advice to private clients. I have experienced the advice given years ago reach and attain the desired goals.  I have seen and experienced what happens when plans and strategies are not followed.  I have reviewed the plans when the desired outcomes have been effected by the Global Financial Crisis or family crisis.  I have seen expectations out performed, debt extinguished, retirement achieved and families grow up.  I have seen changes in legislation effect our clients and our business.

It brings satisfaction when you see a plan that you created work and sets a challenge when strategies take a little longer to reach the goals we planned.  Every day is different, every day we see a new question that needs a resolution.

I have 3 Children, no longer small, 2 girls and a boy. I have a house that needs some serious work performed, once I get time to do it. I spend my weekends running the children from event to event, but wouldn’t have it any other way.

I enjoy this business and its many challengers, I enjoy meeting with you our clients, at review time, the first meeting. It’s tough when some things are out of our control but these are the tests that help build our experiences and knowledge.

Adviser Qualifications & Memberships

Gavin Moore is an Authorised Representative and Credit Representative of Matrix Planning Solutions Limited. His educational qualifications and membership of Professional Associations are:

  • Advanced Diploma in Financial Services (Financial Planning)
  • Certificate IV in Finance and Mortgage Broking
  • Accredited Aged Care Professional
  • Self-Managed Superannuation Funds
  • Member of Financial Planning Association of Australia (FPA)

His Australian Securities and Investments Commission (ASIC) AR and Credit Representative numbers are: 252925 and 365596 respectively. Gavin Moore is the Director of GTM Financial Pty Ltd which is a principal agreement holder and Corporate Authorised Representative of Matrix Planning Solutions Limited.

 

Steven Wright

Financial Adviser

Steve-Colour-2Steven joined GTM Financial Solutions in May 2013.  Steven is an Accredited Adviser and also assists in the Para Planning process, documenting and developing the strategies for our clients. 

Steven has over 10 years’ experience in the industry, he is very competent and friendly to speak with. 

Outside of work, Steven is keen on sports such as Scuba Diving & golf.  In his spare time he loves to catch a movie with his wife and is completely devoted to his family, including his two children, Liam & Felicity.

Adviser Qualifications & Memberships

Steven Wright is an Authorised Representative and Credit Representative of Matrix Planning Solutions Limited. His educational qualifications and membership of Professional Associations are:

  • Advanced Diploma in Financial Services (Financial Planning)
  • Certificate IV in Finance and Mortgage Broking
  • Accredited Aged Care Professional
  • Self-Managed Superannuation Funds
  • Member of Financial Planning Association of Australia (FPA)

His Australian Securities and Investments Commission (ASIC) AR and Credit Representative numbers are: 460898 and 461485 respectively.

 

Jessica Hook

Client Services Manager

JesYour first contact with GTM Financial Solutions will be with the delightful Jes. Jes joined the GTM team in March 2014 has proven to be a valuable asset to the business.

Jes is responsible for the management and administration of the office, from greeting you at the door to assisting in the planning process such as following up insurance claims, administrative forms and managing our communication with clients, fund managers and insurance companies.    

Jes has recently been appointed an Authorised Representative in July 2016, and aims to continue to study and learn from the experienced advisers in the business.

Outside of work Jes is a big socialite; enjoying camping, travelling and live music with her partner, family and friends.

Adviser Qualifications & Memberships

Jessica Hook is an Authorised Representative of Matrix Planning Solutions Limited. Her educational qualifications and membership of Professional Associations are:

  • Diploma in Financial Services (Financial Planning)
  • Accredited Aged Care Professional

Her Australian Securities and Investments Commission (ASIC) AR number is: 001245500

As well as the above, Jes is also a Commissioner for Declarations.

 

 

I am in my 15th year of providing advice to private clients I have experienced the advice given years ago reach and attain the desired goals.  I have seen and experienced what happens when plans and strategies are not followed.  I have reviewed the plans when the desired outcomes have been effected by the Global Financial Crisis or family crisis.  I have seen expectations out performed, debt extinguished, retirement achieved and families grow up.  I have seen changes in legislation effect our clients and our business.

It brings satisfaction when you see a plan that you created work and sets a challenge when strategies take a little longer to reach the goals we planned.  Every day is different, every day we see a new question that needs a resolution.

 

I have 3 Children, no longer small, 2 girls and a boy. I have a house that needs some serious work performed, once I get time to do it. I spend my weekends running the children from event to event, but wouldn’t have it any other way.

 

I enjoy this business and its many challengers, I enjoy meeting with you our clients, at review time, the first meeting. It’s tough when some things are out of our control but these are the tests that help build our experiences and knowledge.


 

 

 

 

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GTM Financial Pty Ltd ABN 98 088 101 017, Corporate Authorised Representative of Matrix Planning Solutions Limited ABN 45 087 470 200, AFSL & ACL No. 238256. Registered address Level 14, 20 Bond Street, SYDNEY NSW 2000

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