A little about Gail Gadd

I completed my secondary schooling in Zimbabwe in 1983 and then commenced a tertiary qualification in Communications, sub-majoring in Economics in South Africa. My first position was as the Assistant to the Public Relations Manager at the Johannesburg Stock Exchange. However, my interest in shares and investments grew and I began working as a Dealer in 1986. I then became an Institutional Dealer in 1987 so the clients that I dealt for were pension funds and investment houses. In 1992 my husband, Cliff, and I moved to Australia where I then gained a Diploma in Financial Markets from the Securities Institute of Australia. I continued to work in the stockbroking industry from 1993 as a Private Client Adviser. My work at Burdett Buckeridge Young Ltd (BBY) was with private investors that wanted to invest in shares. Later, after my son, Matthew, was born I completed the financial planning modules of the Diploma in Financial Advising course and in September of 2002 I started my own business as a member of Lifespan Financial Planning Pty Ltd.

I use my institutional experience to apply a ‘fund manager’ approach to personal investment. Lifespan recognises my experience with shares and I am listed as a specialist equities adviser.

As a specialist financial adviser, I recognise that investors and investments are unique and individually matched. Taking an approach that one size does not fit all, I work with a client to achieve a total investment package that best fits their particular circumstances at the relevant stage of their lives.

Our Aims

We aim to work with investors and their advisers to structure investment portfolios comprising equities and managed fund investments that are tailored to the specific needs of clients, where they are seeking to build wealth or to generate income.