National Partner Wealth Management
Gordon has more than 17 years experience in
the financial services industry. Developed over many years in
banking and finance, as well as voluntary foundation and
investor relations roles, Gordon has a deep network of C-level,
High Net Worth, Family and Advisory relationships. The core
principals of Gordon’s relationships, business development and
leadership revolve around knowledge, trust, privacy and
integrity.
Gordon has held numerous senior executive roles,
at Merrill Lynch, UBS, National Australia Bank, Deutsche and
FirstUnity Financial Services. His roles have included
responsibility for strategic change and growth of wealth management
businesses. Gordon provides a strong balance between commercial
delivery, risk and operational management and organisational goals.
Gordon is passionate about fostering and mentoring high performance
talent, providing the opportunity for individuals to develop
themselves and exceed self expectations.
"Wealth transition across the globe is generally
mismanaged because of the disconnect between generations in
terms of their needs, desires and what they think is the
purpose of the family's wealth. My role as a trusted advisor
is to work closely with all family members so that their
views are fully understood, their differences are
appreciated and critically, my role is to provide the vital
insights which bring harmony to a family's ability to
transition wealth successfully. I consider it a privilege to
be involved supporting an individual or a family in the
process they undertake to effectively structure their
finances and lifestyle to help them get what they want from
life and from their wealth." |