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About Gary

a man standing on top of the mountain

“Allow me to help you past this obstacle.”

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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

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

I am not here to judge you. I am here to help you.

Everyone is good at something and everyone makes mistakes.

We all fear asking a dumb question and sometimes we even fear success

Don’t wonder what might have been.  Focus on what you want to be.

MORE INFORMATION

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