PRINCIPAL AND PRIVATE TUTOR – NATIONAL ADVISER EXAM
Gary Weigh
– Master of financial Planning degree (GU); B Comm (UQ)
– 5 years University Lecturer (part time) – Financial Planning (GU
– Recently retired as a Financial Adviser after 20 years
– Former Tyndall Qld State Manager (3 years)
– Former Senior Management Consultant Ernst & Young (3 years)
The right mix of academic qualifications, business coaching, financial adviser experience plus 5 years of preparing undergraduate / postgraduate lectures, tutorials and exams, places me in a unique position to help Aussie financial advisers prepare for the National Adviser Exam.
Outcomes you can expect from my Tutorials
You will have a knowledgeable and experienced tutor in your corner
You will be taking positive action by joining a powerful group learning environment
You will have a detailed reading list and many practice exam questions to work through
You can ask questions, participate in group discussion and accelerate learning
You will receive the benefit of both my adviser experience and academic experience
You will gain a lot of confidence and feel much more positive about sitting your adviser exam
My Background in a Nutshell
My academic qualifications
Master degree in Financial Planning (GU)
Former adjunct lecturer in Financial Planning at Griffith University
Bachelor of Commerce (UQ)
Industry qualification in Self-Managed Super
Hands-on adviser experience
20 years in practice as a licensed financial adviser and business owner
14 years prior to that as a business adviser as both an owner & in senior roles with well-known accounting firms
3 years as Tyndall Queensland State Manager – a mentor role in the development of advice businesses
My teaching and tutoring experience
I was employed part time 2001-mid 2006 by Griffith University to lecture in both the undergraduate and postgraduate financial planning degrees. My role included subject writing and development; lecture and tutorial preparation; exam setting and marking.
My personal values
I am trustworthy
I act ethically
I put your best interests way ahead of mine
I keep your information strictly confidential
I will always add value