Gerrit Lombard

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: glombard@rjcevans.com.au
Office: (08) 82722500

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