Gareth Hall
CEO and Financial Adviser - CFP®
Authorised Representative Fortnum Private Wealth

Biography

Lifestyle Financial Services Principal, Gareth Hall, began his career in financial services in 1990 following a major health crisis that led to a profound change in his personal and professional goals. A desire to assist families avoid the suffering of financial loss motivated this career change, from mechanical engineering into financial planning and advice.

Gareth joined National Mutual as an agent and Proper Authority holder. In 1991 he transferred to MLC where he came to specialise in Corporate Superannuation.
He and his wife Carmel founded Lifestyle Financial Services in 1994 and have grown the business to offer holistic financial planning and corporate superannuation services.

Gareth is a founding member and former Treasurer of the Workplace Super Specialists Australia (WSSA), an association that represents advisory businesses that specialise in corporate superannuation. He has been involved with all the WSSA activities since its formation in 2009; which include drafting submissions to the State and Federal Governments and providing evidence at a number of Parliamentary, Productivity Commission, and Senate Economic Committee hearings.

Gareth enjoys bicycle touring (particularly on country roads), travel, most things to do with cars and motorcycles, great food and good wine.

Qualifications

  • Certified Financial Planner®
  • Diploma of Financial Planning
  • Diploma of Finance and Mortgage Broking Management
  • Justice of the Peace
  • FPA member
  • Tax Practitioner Board Registered – Adviser Number 24887897