Gil Gordon

Gil Gordon is a multi-award winning financial adviser and thought leader in estate planning.12 He is the Managing Director at RI Newcastle & Lower Hunter and Estate Planning For Life, as well as a co-founder of Systems For Professionals.1 Gil is known for his innovative thinking and for designing the Estate Planning For Life software, which is recognized as the most advanced Estate Planning software system available in the Australian professional market.12

Professional Background

• Certified Financial Planner (CFP) and one of the few financial advisers in Australia to hold the Accredited Estate Planning Specialist (AEPS) designation1
• 2013 Proprietor of the Year within the RI Advice and RetireInvest financial advice networks1
• Serves a wide range of families from modest to high net wealth through his financial planning firm1

Education and Expertise

• Holds degrees in Mathematics and Engineering from Newcastle University1
• Diploma of Financial Planning (CFP) from Deakin University1
• Certificate of Investment and Financial Planning (CIFP) from the Investment Training College1
• Member of the World Futurist Society1
• Passionate about estate planning, cashflow management, and fee-for-service advice1

Notable Achievements

• Created the Estate Planning For Life software, a sophisticated solution providing advisers with tools to engage and guide clients through comprehensive estate planning2
• Authored a book titled "The Bugger Went and Died on Me" focusing on estate planning3
• Regularly speaks publicly and professionally about building and protecting family wealth1

Gil Gordon is married with four children and resides on a small acreage in the Hunter Valley.1 His LinkedIn username is gordongil.3