Bringing together over 48 years of financial planning experience, our advisors know the value of advice, planning and specialist knowledge. At GK Financial Services Group, we pride ourselves on offering tailored solutions to meet each and every one of our client’s unique and evolving circumstances.
Adel Georges CFP® Dip FA (SIA)
Director, Practice Principal & Senior Financial Planner
GK Financial Services Group Pty Ltd
With twenty four years of experience in both direct Financial Planning and the coaching of Financial Planners, Adel has comprehensive experience within the financial planning industry. Specialising in holistic financial advice including Self-Managed Superannuation and strategic pre and post retirement planning, including Centrelink strategies and Aged Care solutions. Adel works closely with clients to achieve their personal, financial and lifestyle goals.
Adel has an acute understanding of the needs of small to medium enterprise, having established a successful national business with several offices along the east coast of Australia, before being recruited by Westpac as a Senior Financial Planner in 1999.
Following his success with Westpac, a move to BT Financial Group saw Adel coaching and developing Financial Advisers for success in the strategic, compliance and technical aspects of financial planning.
Alongside Jim Koumides, Adel established GK Financial Services Group to bring innovative, tailored financial advice to Australians looking to build wealth and secure their personal lifestyle goals.
Adel is passionate about supporting the financial needs of clients in their pre and post retirement years. Adel has specialist knowledge to provide advice on Self-Managed Super Funds, Direct Equities, Structured and Alternative Investment options, Asset Protection and Inter-Generational Wealth Transfer. Adel is able to assist in areas including; Strategic Advice, Margin Lending and Geared Investments, Estate Planning, Cash Flow Management and Tax Effective strategies.
Jim Koumides CFP® BEc, GDip Applied Fin (Finsia)
Director, Practice Principal & Senior Financial Planner
GK Financial Services Group Pty Ltd
With twenty four years of experience in the financial services industry, Jim is well regarded for his expertise and strategic advice relating to effective wealth management solutions, equities and structured investments, and asset protection, at both an individual and entity level.
An experienced leader in the Financial Services and banking Industry in Australia, Jim has worked in the corporate, government and private sectors in roles encompassing Private, Retail and Business Banking, Financial Planning and Private Wealth Management.
Ranked the Top Financial Adviser in 2000 by Westpac, Jim went on to head Westpac’s 26-strong team of practice development managers, responsible for the technical and business coaching of advisers. In this role, Jim led and coached a supporting network of over 550 Financial Planners for Westpac. In subsequent senior leadership roles with Westpac, Jim was awarded the David Williams Fellowship as part of BT’s pre-eminent Executive Development Program, before establishing GK Financial Services Group with Adel Georges.
Jim now specialises in the financial planning needs of individuals with a passion for wealth creation in a practice that consistently achieves some of the highest compliance ratings in the industry. As a holistic and integrated financial planning practice, Jim is able to assist in areas including; strategic advice, superannuation including self managed super funds, direct equity portfolios, structured and alternative investment options, asset protection, estate planning, inter-generational wealth transfer, cash flow management and tax effective strategies.
With both tertiary and industry qualifications to support his professional experience, Jim is passionate about supporting the financial needs of Australians looking to build wealth and financial security.