meet the team
Gary Spencer
B.Comm CFP CA TEP
Director & Principal Adviser
Gary has over 20 years experience in the financial services industry, and has worked with a number of leading financial institutions throughout Australia and the UK in areas of financial planning, funds management, accounting, taxation, stockbroking and wealth management.
Having extensively studied the fields of business, accounting, law and finance, Gary is able to offer holistic advice. His qualifications include:
Bachelor of Commerce
Certified Financial Planner
Chartered Accountant (Financial Planning Specialist)
Certified Trustee & Estate Practitioner (TEP)
During his time in the industry, Gary has gained specific and extensive experience in financial planning, personal risk insurance, estate planning, superannuation, fund management and investment advisory services. This was recognised in 2014 when he won the Charter Value of Advice Award.
Gary is married to Karen and they have 3 children. They live on the North Shore of Sydney.
Gary is passionate about rugby union, and about supporting families who are doing it tough (particularly those families who are caring for family members with special needs, through his website www.spectrumplanning.com.au).
Alvina Chow
DipFinPlanning, DipFinMarkets
Client Relationship Manager
As Spencer Private Wealth’s Client Service Assistant, Alvina is responsible for much of the background administration work that is vital in bringing the highest level of service to our clients.
She has been in the financial planning and wealth management industry for over 20 years and brings with her a broad range of experience as an adviser’s assistant, client services manager, portfolio manager, and compliance officer. She holds a Diploma in Financial Planning and a Diploma in Financial Markets and she has a strong commitment and enthusiasm for quality client service.
Salang Kim
BAppFin DipFinPlanning
Quality and Compliance Manager
Salang is currently involved in many aspects of Spencer Private Wealth’s service, including administration, training and paraplanning.
Salang holds a Diploma of Financial Planning and Bachelor of Applied Finance, and brings with her a wealth of experience in boutique financial planning businesses. She took on this role with a genuine desire to help people to manage their finances and live in line with their values.
Anam Aziz
BAppFin AdDipFinPlanning
Paraplanning Manager
Anam is our dedicated Paraplanner, bringing to the company extensive experience working as a paraplanner and managing teams of paraplanners across large dealer groups and independent advice firms.
He holds a degree in Business Applied Finance and prides himself on his attention to detail and knowledge of compliance and technical strategies. Anam's most recent role prior to Spencer Private Wealth was as the Paraplanning Manager at PSK Financial Services, where he worked closely with Gary.
Jason Clarke
BA Economics
Client Relationship Manager
Jason is our newest team member and comes to us from Vancouver, British Columbia, Canada. Jason has almost 25 years of experience working at a large Canadian Bank. He was a Financial Advisor for 18 years, during which time he advised on all aspects of his clients’ finances, from bank accounts to mortgages and investments. Jason’s strengths are with building strong relationships with his clients and providing an excellent customer experience in every interaction.
Karen Spencer
BA (ModAsianStudies)
Communications and IT Manager
Karen has enjoyed her role of developing our corporate identity and overseeing our IT and e-mail system, as well as our website. Cyber-security has become her passion, and she is constantly monitoring our systems and the wider world of cyber risks.
She is also responsible for ensuring that our communications with our clients are of a high standard, and for supporting the team to ensure that all aspects of the client experience are as seamless as possible.
Karen has worked as an editor and as a programme coordinator with Japanese organisations for many years.
Community
Spencer Private Wealth has a special interest in helping families who have members with special needs. Advisor Gary Spencer has first-hand experience, having a very close family member with ASD. He knows that families often find themselves snowed under with conflicting information and a myriad of different therapy options. They feel an urgency to get started on early intervention, yet they have to spend time navigating their way through the funding options provided by Centrelink, the Department of Social Services and Medicare, as well as their own private health fund.
Gary’s goal is to use his first-hand experience, along with his professional knowledge and skills, to reduce the stress of other families and to help them to regain a sense of control in the journey with their child and ASD, which we know can be unpredictable in so many ways. He believes every person’s situation can be improved with the right resources and careful life planning and financial planning.
For further information, please see the following link: www.spectrumplanning.com.au