Gerrit Lombard

Gerrit has been head of the RJC Evans & Co Financial Planning team since joining in 2016. He entered the financial services arena in 1993 and has served in both management and advisory roles. 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 in 2007.

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

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