Phone: +61 8 9364 1100
mail@gilkisongroup.com
GilkisonGilkisonGilkisonGilkison
  • About Us
  • Who We Help
  • Process
  • Our Team
  • Articles
  • Contact Us
  • Team
    Gilkison

Chris Taylor
Financial Adviser

Chris Taylor

Ashleigh Watson
Client Advocate

Ashleigh Watson

Michelle Hatton
Administration Support

Michelle Hatton

Jemma McDonald
Client Advocate

Jemma McDonald

Dean Gilkison
Financial Adviser

Dean Gilkison

Michelle Pollard
Administration Support

Michelle Pollard

Brett Surman
Financial Adviser

Brett Surman

Tahni Davison
Financial Adviser

Tahni Davison

Peter Gilkison
Financial Adviser

Peter Gilkison

Pia Gunadirdja
Technical Support

Pia Gunadirdja

Rebecca Richards
Financial Co-ordinator

Rebecca Richards

Genevieve Gething
Operations Co-ordinator

Genevieve Gething

Elyse Del Fante
Administration Support

Elyse Del Fante

Wendy Groves
Technical Support

Wendy Groves

Isabella Serra-Jones
Administration Support and Technical Support

Isabella Serra-Jones

Chris Taylor

Financial Adviser

Chris Taylor

Joined: April 2016

Qualifications: Bachelor of Commerce, Advanced Diploma of Financial Planning, Certified Financial Planner

Interests: AFL (West Coast Eagles), Basketball, Cricket, Family & Travel.

What is a Rich Life for You?: In my experience, most people want balance in their life and I am no different. I love my family, my friends, my profession, sport and travel. If I am dedicating my time, effort and energy to these areas on most days (without neglecting any area) – I am leading a rich life.

In my work life, I am on a little bit of a personal crusade to restore faith in the financial planning profession. People often have a poor relationship with money and essentially want help to achieve their personal rich life goals. I thoroughly enjoy being the trusted financial partner that can provide that guidance with quality, honesty and integrity.

Ashleigh Watson

Client Advocate

Ashleigh Watson

Joined: December 2010

Qualifications: Diploma of Financial Planning, Bachelor of Psychology (current study)

Interests: Fitness, Travel, Food & Wine

What is a Rich Life for You?: A Rich Life for me is living a balanced life doing the things that I love and doing them passionately. When I think about my Rich Life I remind myself that there is no such thing as a work-life balance, it’s all life. If there were such a thing as a work-life balance, it would mean that I only really ‘live’ two days a week.

For me living my Rich Life means helping people and developing long-lasting relationships. It’s spending quality time with family and friends, enjoying a nice bottle of wine (and of course great food) or going on that holiday I’ve always dreamed of.

Michelle Hatton

Administration Support

Michelle Hatton

Joined: January 1994

Qualifications: Diploma of Financial Planning

Interests: AFL (Hawthorn), Reading, Family, Travel

What is a Rich Life for You?: What is a Rich Life to me – to enjoy life with family and friends. To make the most of the time I have with my children while they are still young so I can instil in them the values they need to become the best they can be and in doing so creating lasting and loving memories.

Jemma McDonald

Client Advocate

Jemma McDonald

Joined: April 2017

Qualifications: Bachelor of Commerce (Business Law, International Relations), Master of Financial Planning (current study)

Interests: AFL (Melbourne Demons), Netball, Travel, Wine & Cheese Platters

What is a Rich Life for You?:
A rich life for me is living a happy and healthy lifestyle. It means that I am making the most of opportunities, challenging myself, and having a positive impact on the people around me. It is building strong relationships and spending quality time with family and friends, and one day having a family (and lots of dogs) of my own. Living my rich life means that I have the freedom to experience, learn and achieve all of the things that I want and enjoy in my life.

Dean Gilkison

Financial Adviser

Dean Gilkison

Joined: November 1999

Qualifications: Diploma Financial Planning, Grad Diploma Financial Planning, Masters of Applied Finance, Certified Financial Planner (CFP), PLD (Exec. MBA) Harvard Business School

Interests: Family, Sport, AFL (North Melbourne), Travel, Community / Social Enterprise

What is a Rich Life for You?: A Rich Life for me is one in which I am able to leave the world better than I found it.  To give generously, helping others find their path and achieve their aspirations.  I want to explore with curiosity and satisfy my sense of adventure.  Most of all, to give my best and accomplish these things together, with my family and friends.

Michelle Pollard

Administration Support

Michelle Pollard

Joined: August 2010

Qualifications: Diploma of Financial Planning

Interests: Family, Travel, AFL (Fremantle), Fitness

What is a Rich Life for You?: A rich life for me is to simply be happy, enjoy my life with family and friends and to help and support others. To help and support my children grow to be the best version of themselves they can be, enjoy every experience I can with them and create amazing memories as a family.

Brett Surman

Financial Adviser

Brett Surman

Joined: 2020

Qualifications: CFP, Grad Diploma in Applied Finance, Grad Cert FP, Bachelor in Commerce

Interests: AFL (West Coast), Reading, Running, Building indoor cubby houses

What is a Rich Life for You?: I am a big believer that life is to be enjoyed. We should all be able to spend our time doing the things that give our life real meaning and purpose. Life is short though and we only get one shot at it so we need to make every decision count – especially the financial ones!

A rich life for me is one filled with lots of love, laughter and learning. It’s a life filled with experiences like; enjoying a glass of wine watching an outdoor movie with my wife, snowboarding in Japan with good mates and watching morning cartoons with my two little girls.

Tahni Davison

Financial Adviser

Tahni Davison

Joined: June 2021

Qualifications:  Masters Financial Planning, Adv Dip FP.  

Interests: Family camping/4WD Adventures, Rugby Union, MTB and Road Cycling.

What is a Rich Life for You?:  

A rich life for me is about being involved in the things that provide me happiness and enjoyment. From attending school and sporting events that my children are involved in, to family camping trips to show the children some of the incredible locations we have so close to us, to participating in various cycling events to challenge myself physically. In my work life, it is assisting clients and providing clarity and direction surrounding their financial future in order for them to achieve the things they value most is very rewarding.

 

Peter Gilkison

Financial Adviser

Peter Gilkison

Financial Adviser

Joined: January 1979

Interests: Karate, Golf, AFL (North Melbourne), Grandchildren

What is a Rich Life for You?: A rich life for me is enjoying my time doing the things I love – spending those precious moments with my wife, kids and grandkids, puttering around on the golf course or training at the dojo.

It’s a rich experience for me to enjoy the relationships with clients I’ve worked with over the years and to see the rich lives that they’ve built for themselves. All of whom I consider friends.

Nowadays I enjoy pursuing my passions, this is the time in my life when I can comfortably put my feet up and enjoy a nice bottle of wine.

Pia Gunadirdja

Technical Support

Pia Gunadirdja

Joined: 2020

Qualifications: Double Degree Bachelor of Science (Mathematical Science), Bachelor of Commerce (Finance), Diploma of Financial Planning, Advanced Diploma of Financial Planning.

Interests: Family, Food, Tennis and Travel

What is a Rich Life for You?: A Rich Life for me is being happy, doing the things that I love and spending quality time with friends and family. It’s living a meaningful life and being able to enjoy life to the fullest. I want to be the best version of myself and bring a positive influence to those around me.

Rebecca Richards

Financial Co-ordinator

Rebecca Richards

Joined: February 2010

Interests: Family, Baking, Travel, AFL (Fremantle)

What is a Rich Life for You?: A Rich Life for me is spending time with my family and friends, enjoying good times, a laugh and creating memories.  It’s living a happy, content life enjoying the simple things while contributing generously to those around me.

Genevieve Gething

Operations Co-ordinator

Genevieve Gething

Joined: 2019

Qualifications: Certificate IV in Project Management, Bachelor of Technology in Human Resource Management and National Diploma in Human Resource Management

Interests: Family, Travel, Reformer Pilates, Gym

What is a Rich Life for You?: I believe a rich life is having a strong, happy, healthy family environment in which I can raise my children. To be able to provide for all the opportunities my children wish to explore and to create many memories that can be looked back on with joy.

I have a strong sense of community and believe in giving back by volunteering my time. I volunteer at my children’s primary school, both in the classroom and by being involved in projects that raise money for the school and give the students and community a positive, fun, memorable experience.
I want to look back on my life and be content that I’ve been able to make a positive difference to someone or something, no matter how small that positive difference is.
Elyse Del Fante

Administration Support

Elyse Del Fante

Joined: September 2020

Qualifications: Certificate IV in Human Resources

Interests: Spending time with my family & friends, cooking, being outside to enjoy the sunshine with my Groodle, Basil.

What is a Rich Life for You?:  For me a rich life is enjoying each day and every moment spent smiling and helping others around me. I like to surround myself with happy and inspiring people who make me want to be a better person every day.

By living in the moment, taking on the challenges as well as staying positive, I can really savour the memories made with my family, friends and work colleagues.

I want to look back on my life and know I had a rich one by enjoying the things I love doing including – spending time with family & friends, cooking, being outdoors, enjoying a nice holiday and of course ensuring I can provide the best life for my beautiful dog, Basil.

Wendy Groves

Technical Support

Wendy Groves

Joined:  07 September 2020

Qualifications:  Diploma in Financial Planning

Interests: Reformer Pilates, Reading, Cooking, Travel and of course family.

What is a Rich Life for You?:  A rich life for me is having a good balance in my life.  Spending time with my family near and far (which involves a lot of time on the phone!)  is a priority.  I value the friendships I have and enjoy nothing better than catching up with friends over good food and the odd glass of wine.

I strive to be the best version of myself, both physically and mentally, and to be a good example to my children and those close to me.

 

 

 

Isabella Serra-Jones

Administration Support and Technical Support

Isabella Serra-Jones

Joined: 30 November 2020

Qualifications: Bachelor of Commerce (Finance & Economics)

Interests: Being at the beach, trying out new recipes, travelling, hiking and spending time with family and friends.

What is a Rich Life for You?: A Rich Life for me is one where I am the best version of myself and am having a positive impact on my environment. I enjoy collaboration and meeting new people as I believe this to be the best way to broaden horizons, learn new things and perhaps evoke a different perspective. My Rich Life is one where I am continuously learning, being challenged and immersing myself in new experiences.

 

With a highly experienced yet youthful team, our objective is to build on our 40-year heritage by continuing to advise and support our clients and their families long into the future.

So – what is a rich life for you?

Who We Help

About Us
Who We Help
Process
Articles
Contact Us

Contact us

Ground Floor
1 Preston Street
COMO WA 6152

PO Box 2158
COMO WA 6152

Terms of Use / Privacy Statement / Financial Services Guide / Copyright © 2021 /
ABN: 69 008 880 537 Australian Financial Services Licence No: 230095
  • About Us
  • Who We Help
  • Process
  • Our Team
  • Articles
  • Contact Us
Gilkison