Page Financial Services is a boutique financial planning business specialising in helping you create, administer and protect your wealth allowing you to enjoy financial freedom.
We create personalised advice designed to improve your financial outcomes allowing you to retire with financial security.
Page Financial Services offers personal financial advice to those seeking assistance in managing their financial affairs.
Our trusted financial planning team can be relied upon to provide you with exceptional service and assist you in making the best decisions, so you are confident about your future. No matter what stage of life you are at or what your financial goals are we will help guide you and offer tailored practical solutions with personalised attention and support.
We are passionate about helping people reach their full potential. We will give you clear, jargon-free information to help reduce the anxiety and worry when seeking financial advice. We strive to foster long-term client relationships by providing an honest and friendly approach. We will work closely with you, offering peace of mind so you can enjoy the financial independence you have worked so hard for.
Director/Principal Financial Adviser
Gimli Page
Gimli is a Certified Financial Planner and has worked as a licenced Financial Adviser since 2002. Having worked in the financial services industry for over 20 years, he offers holistic strategic advice designed to suit your needs and improve your financial outcomes. Gimli provides a full range of wealth management advice and strategies, he is an SMSF Specialist Adviser and registered as a Tax Financial Adviser with the Tax Practitioner’s Board (TPB).
He has completed courses on Ethics and Professionalism in Financial Advice, Self Managed Superannuation Funds (SMSF’s), Margin Lending and the ASX Accredited Listed Products Adviser (ALPA) Program through Kaplan Professional as well as the ACS Accredited Aged Care Professional program with Aged Care Steps.
Gimli’s experience includes working for well-known large listed companies such as Westpac/BT, NAB and Suncorp as well as other more boutique financial services and accounting firms; Professional Investment Services, Holman’s and WMS Chartered Accountants. Gimli is the Founder and Director of Page Financial Services and proud to be an authorised representative of Infocus Securities Australia Pty Ltd.
His qualifications and accreditations include the following:
- Advanced Diploma in Accounting – TAFE NSW;
- Degree of Graduate Diploma in Financial Planning – University of the Sunshine Coast (USC).
- Certified Financial Planner (CFP®) & CFP Member of the Financial Planning Association of Australia (FPA)
Gimli is married, he has two daughters and two dogs. He enjoys travelling, fishing, playing golf and spending time with family and friends.
His experience and qualifications allow him to offer comprehensive advice and he specialises in a wide range of areas including:
- Pre and Post Retirement Planning;
- Superannuation including Self Managed Superannuation Funds (SMSF’s);
- Limited recourse borrowing arrangements;
- Aged Care Advice;
- Wealth Creation & Investment Advice including Gearing, Direct Equities, & bespoke portfolio construction, active and passive management approaches, as well as complex investment solutions tailored to suit individual preferences;
- Tax Planning
- Risk Management Strategies
- Personal Protection Strategies including Income Protection, Life, Total & Personal Disability (TPD) and Trauma insurance;
- Business Protection including Buy/Sell and Key Person protection strategies.
"Knowledge is power. Great advisers educate clients so they are empowered to make the right decisions about their future."
What makes me tick
About Me: I am passionate about helping my clients achieve their goals and objectives. I listen, understand and develop the most suitable strategies and solutions to improve short and long term outcomes for my clients.
That is what I strive to do every day. Nothing makes me happier than when I make a real difference in someone’s life, whether that be from making them happier, wealthier, or simply giving them the peace of mind of knowing they are well organised and protected from the unknown. I know my clients trust and respect me when they ask me to help their friends and family.
I love sharing experiences that allow me to grow as an individual. I respect people who share knowledge and devote time to others to help improve lives. We are all different and what we want to achieve is different but we share a common objective of wanting a bright future and the best for the people we care about.