Spencer Private Wealth

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).

Angela Aspinall has over 14 years experience in the financial services industry, working with a number of leading financial institutions in areas of stockbroking, financial planning, funds management and wealth management. Angela and Gary worked together at ipac Securities in the early 2000’s and have been working together again since the inception of Spencer Private Wealth in 2015.

Angela is in the final stages of completing her Master of Financial Planning through Griffith University and her other qualifications include:

• Advanced Diploma of Financial Planning

• Graduate Diploma in Financial Planning

• Associate member of the Financial Planning Association of Australia

Angela enjoys the opportunity to sit with clients every day, aiming to really listen to what is important in their lives, and to identify their goals and dreams and what may have hindered their ability to reach them. She sees it is an absolute privilege to have clients share their personal stories, engage with us, and trust us to help them achieve their goals and dreams by making their money work for them.

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 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 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 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 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.