Trusted Financial Planning in Mackay.
We believe all Australians should be able to access trustworthy and affordable financial advice. The team at Gardian Financial Planning are here to help find the right financial solutions to suit your lifestyle.
Secure Your Family's Future Life is unpredictable. Illness, injury, or even death can strike at any time, placing financial strain on your family. Our experienced advisors will tailor a plan to meet your financial needs, so you can focus on your family’s well-being for the long term.
Superannuation can seem confusing. Our financial advisors can provide you with comprehensive personal advice on your superannuation and other financial issues.
Whether you are an experienced investor or someone looking to take control of your future, our experienced advisors use their expertise to develop tailored made wealth creation strategies to suit your needs and lifestyle.
Our team of experienced financial advisors can work with you to develop cashflow and management strategies to help manage your money and build a plan for your future and retirement.
Looking to establish or review your investment portfolio? Our financial advisors will work with you to help you grow your investments matched to your financial goals.
Estate planning is the process of working out how to distribute and protect your wealth. This process is important for everyone. A properly crafted estate plan will ensure your estate and any other entities are managed smoothly in accordance with your instructions.
Your privacy is important to us and we are committed to being open and transparent about how we manage personal information. This helps build community trust and confidence in our organisation. Your Personal Information may be collected by us for the purposes of providing you a service. If you have any concerns on how we manage your Personal Information, please refer to the Complaints section of this policy or speak to your Adviser.
Regardless of what you do or who you are, money will always play a significant role in your life. That’s why it is important to know how to properly manage your money. This is why the team at GardianFinancial Planning are here to help you find the right financial solution to suit your lifestyle!
Financial Planning
Mackay Financial Planning. The team at Gardian Financial Planning are here to help find the right financial solutions to suit your lifestyle!
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Take a look at our blog posts that have been getting alot of attention
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Financial Advisor
Hamish started with Gardian in 2020, having worked in accounting and financial planning for over 10 years in Mackay, Melbourne and Brisbane. He focuses on providing his clients with a wide range of advice, from simple advice early in life, to setting up complex investment and retirement planning strategies. Hamish is the Responsible Manager for our in house Australian Financial Services Licence for Gardian Financial Planning and is a SMSF Specialist Advisor. When he’s not at work, he is either spending time with his wife and two sons or enjoying a round of golf. 73 Wood Street, Mackay 07 4953 2799 hamish.rogers@gardian.com.au
Financial Advisor
Nicole began her journey with us in 2013. After having completed her Graduate Diploma of Financial Planning, Nicole is fully equipped to set clients up for success. She is passionate about working with clients from all walks of life, to plan, implement the appropriate strategies and ensure that they are achieving the best possible outcomes. 73 Wood Street, Mackay 07 4957 7424 nicole.geisler@gardian.com.au www.gardian.com.au
Operations Manager - GFP
Jessica is our Operations Manager of Gardian Financial Planning and joined the team in 2021. Having completed a Batchelor of Business specialising in Management and Logistics she started her career as a Fleet Controller and moved into Operations Management and eventually onto a partner of a logistics business in Brisbane. With the desire to expand her formal education she completed a Certificate IV in Accounting and Book keeping in 2022. In that same year the opportunity arose for her family to move from Brisbane to Mackay and they’ve yet to look back. Away from work you’ll find her exploring what Mackay has to offer with her husband and daughter. She also enjoys camping and her favourite holiday destination is Fraser Island.
Client Services Officer
Melanie is a Mackay local and began with Gardian in 2020 as a client services officer and brings a wealth of experience to the business with a varied administrative background. Her strong customer service skills help our clients stay on track with their financial goals and ensure they receive a stress free experience throughout the process. Outside of work she is kept busy being a Mum to her 2 kids and enjoys spending time with her family and spoiling her 2 dogs.
Client Services Officer
Simone joined our Gardian Financial Planning team as a Client Services Officer in March 2024. With a strong focus on client satisfaction and a broad background in customer service, she is committed to achieving outstanding results. Simone has a natural talent for building strong relationships with both new clients and business partners, consistently ensuring their needs are met and their expectations exceeded. Passionate about making a positive impact, Simone works to enhance customer satisfaction, drive revenue growth, and streamline operations. She thrives in tackling challenges, turning ambitious goals into real achievements, and consistently surpassing expectations through her dedication to excellence. Outside of work, Simone enjoys spending quality time with her husband and their two daughters, Phoenix, and Peyton.
Receptionist - GFP
Tahlia started with Gardian Financial Planning in August of 2024. Currently studying Financial Planning in University and having completed her Diploma of Business, she has a very keen interest in the financial planning industry. Outside of work, you'll find Tahlia exploring Mackay with her friends
Gardian
Services Offered by Mackay Financial PlannersFinancial planners in Mackay guide
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Testimonials
"I have had a very good experience with the Gardian Financial Planning team. They always make sure the process is well understood and help you between the various teams with their specialities."
Gardian Financial Planning Client
