Our Advisers

With over 25 years of experience in financial planning, Gary brings a wealth of knowledge to The Investment Collective. His approach goes beyond the numbers—he’s passionate about helping individuals and families make informed financial decisions during life’s most important moments. Before joining the team, Gary spent ten years running his own financial planning business in Melbourne. Prior to that, he was Head of Financial Planning for a wealth management firm in Western Australia for five years. Gary holds a Bachelor of Business (Economics and Finance) from RMIT University, a Diploma of Financial Planning, and a Master of Applied Finance from the University of Melbourne. What sets Gary apart is his ability to genuinely connect with people. “I really enjoy working with my clients and my team,” he says. “The best part is seeing the difference we make in people’s lives through our advice.” Outside of work, Gary leads a busy family life with his wife, two university-aged children, and two energetic dogs. A keen golfer and member of Peninsula Kingswood, he enjoys sharing both the fun and the competition with his family.

Tracey hails from South Africa, where she worked at Investec Wealth and Investment for several years, building a wealth of experience as a Team Leader within client services. Tracey holds a Bachelor of Commerce and Diploma of Financial Planning. She joined The Investment Collective in 2016 and has worked in client services and paraplanning before moving to her role as a Financial Adviser. Tracey is passionate about helping her clients 'live their best life' through personal financial planning.

Allan has been a qualified Financial Adviser since 2018 and currently holds a Graduate Diploma in Financial Planning. Allan has lived in Gladstone for over 25 years, having previously held roles in local industry as a Chemical Engineer before becoming a Financial Adviser. Joining the company in 2020, Allan seeks to help his clients achieve their goals through strong and lasting relationships, matched with sound financial advice.

Liz is a relationship focused adviser who enjoys meeting with clients from all walks of life. With over 7 years’ experience in the financial services industry, Liz understands how holistic strategies and advice can help clients realise and achieve their financial goals. Liz joined The Investment Collective in 2020 and has worked in various roles including client services and paraplanning before becoming a fully qualified financial adviser in 2023. Liz also holds a Graduate Diploma of Financial Planning.