
Gerrit Lombard
Gerrit has headed up the RJC Evans & Co Financial Planning team since joining in 2016, having spent 25 years in the industry. His frankness and easy to understand advice is frequently admired by his clients.
As a Certified Financial Planner and a member of the Financial Planning Association of Australia (FPA) he has extensive experience in wealth accumulation, personal insurance, superannuation and retirement planning, Self-Managed Super Fund (SMSF) advice and post-retirement planning (Centrelink and Age Care).
Gerrit has also been a member of the Financial Planning Institute of South Africa, where he grew up and undertook his study, before moving to Australia nine years ago
With his in-depth knowledge and continued development in areas such as investing, superannuation and benefits, estate planning, tax law and much more, clients will be sure to benefit.
Memberships & Qualifications
- Bachelor of Commerce
- Bachelor of Law
- Higher Diploma in Taxation
- Diploma in Financial Services (Financial Planning)
- Advanced Diploma of Financial Services (Financial Planning)
- Certified Financial Planner (Professional)
- Member of the Financial Planning Association of Australia
- Registered with the Tax Practitioners Board as a Tax (Financial) Adviser
- SMSF Specialist
Experience
- Deposit Products
- Life Investment and Life Risk Products
- Managed Investment Schemes, including investor directed portfolio services
- Margin Lending
- Retirement Savings Account Products
- Securities (e.g. shares)
- Self-Managed Superannuation Funds
- Standard Margin Lending Facilities
- Superannuation Products
Email: [email protected]
Office: (08) 82722500