Gemma is a highly experienced Paraplanner with a background in Private Banking both in the UK and Australia. With her extensive knowledge and expertise, Gemma collaborates with our Financial Advisers to develop tailored strategies for their clients and produce easy to read and compliant Statement’s of Advice that help clients meet their goals.
Gemma holds a Graduate Diploma in Financial Planning and a Bachelor of Arts (BA) in Business Studies. Prior to becoming a Paraplanner she worked as a Financial Planner with Westpac. After having her children, Gemma joined a small advice firm as their Paraplanner, Practice Manager, and Responsible Manager. In her current role, Gemma is highly valued for her ability to build strong relationships with clients and for her dedication to making their lives easier.
Originally from the UK, Gemma moved to Australia 12 years ago with her now husband. They have two children and a very lively dog. When not working, Gemma enjoys running, cooking, and spending mornings at the beach.
What’s your best tip for anyone moving to Australia?
Get ready for the relaxed way things are done on ‘Perth time’.
What’s the best thing about living in Australia?
Definitely the more laid back lifestyle, the weather allows you to be outside most of the year and Perth has the most stunning beaches.
What do you miss about living in the UK?
Marks and Spencer!
What gives you the most satisfaction at work?
Knowing that the work we do is making a tangible difference in our clients lives.
What’s the best thing about working for bdhSterling?
The supportive team.
More of our Perth team members
Get to know a few more members of our team.