Our team

Our advisers are highly qualified financial planning experts, with additional expertise to understand your GESB products and your public sector employment arrangements.

   Michael Heffernan CFP, AIAA, BSc, Dip FP 
Head of Advice

Michael was named as one of Australia's Top 50 Advisers (Masterclass) in 2005, 2006 and 2007.

In November 2006 Michael became the first Head of Financial Advice for GESB Financial Advice. Before joining GESB, he was head of Mercer's WA-based financial planning practice, leading the company to become one of Australia's top financial planning practices.

With more than 25 years of experience in superannuation and strategic investment advice, Michael can provide valuable advice to help you build your wealth. 

In his spare time, Michael enjoys golfing, reading, walking and gardening.

 

   Gina Abuda  Adv Dip FS (FP)
Financial Adviser

Gina specialises in retirement planning, wealth creation and wealth protection.

Having worked in the banking and finance industry for 19 years, Gina has extensive financial knowledge and can help you secure your and your family's financial well-being. 

In addition to her qualifications in financial services and political science, Gina is also studying to become a Certified Financial Planner.

Away from work, Gina enjoys spending time with her family and friends, and likes to relax with a good book and a glass of wine. She is married and has one child.

 

   Les Conceicao  MBA, MIR, BA(Ec), GradDip FP, F Fin
Financial Adviser

Les has a wealth of financial experience, ranging from investment and bond analysis, to employer superannuation administration and resources development feasibility studies.

He has been a licensed financial adviser for ten years, providing personal and corporate financial advice to businesses and high-wealth clients.

With his extensive qualifications and experience, Les can help you prepare a sound financial plan that meets your financial and retirement needs.

Les is a family man who also enjoys the company of his friends. He spends his spare time reading, training at the gym, travelling with his family and, when he has time, oil painting.

 

   Brendon Read  BCom (FP)
Financial Adviser

Brendon is passionate about financial planning and helping clients to accumulate wealth at any stage of life.

He has five years of experience in personal financial advice and will soon expand his financial planning qualifications to include a postgraduate degree.

Brendon's specialty is helping people make the most of their financial situation, and to build and protect their wealth throughout their lives for a comfortable retirement.

In his spare time Brendon enjoys keeping up with current affairs, literature, and spends his weekends surfing, running and cycling.

 

   David Ritchie Adv Dip FS (FP)
Financial Adviser

David is a qualified Financial Adviser with seven years of experience in personal and corporate financial advice.

At GESB he specialises in retirement planning, wealth creation and wealth protection, and can help you plan for a comfortable retirement.

In addition to his financial advice qualifications, he also has a Diploma of Electronic Engineering and a Certificate in Business. 

In his spare time David likes to relax with a good book, play golf and travel. He enjoys the company of his family and friends and loves spending time with his wife and two children.

 

   Steve Trevisiol Dip FS, B Psych, Grad Cert Mgt
Financial Adviser

Steve specialises in retirement strategy and is an expert on Centrelink and Aged Care issues. 

He is a talented Financial Adviser who has been helping clients reach their retirement goals for seven years.

With qualifications in financial services, management and psychology, Steve is well-equipped to assist you with a range of financial issues.

Steve is also a keen soccer fan and spends winter weekends supporting Canning City in the WA State Premier League, and helping out as a committee member and the Seniors' Treasurer. Previously a State League soccer referee, he now referees the Amateur divisions.

 

   Adam Pascoe BCom, ADFS (FP) 
Financial Adviser

Adam is a qualified Financial Adviser who has worked in the banking and stockbroking industries since 2003, specialising in providing strategic superannuation and retirement planning advice.

Adam has completed a Bachelor of Commerce degree majoring in Economics and Finance at the University of Western Australia and is in the final stages of obtaining his Certified Financial Planner designation.

With his qualifications and experience, Adam now provides GESB members with personalised financial advice to help secure their financial situation now and in retirement.

Away from work Adam enjoys spending time with family and friends, reading, surfing and generally enjoying the great outdoors.

 

   Chris Taylor BCom, Dip FS 
Financial Adviser

Chris is a qualified financial adviser who has been in the financial services industry for 6 years.  Prior to joining GESB, Chris has held roles with Professional Investment Services and Zurich Investments.  

After completing a Bachelor of Commerce degree majoring in Finance and Marketing, Chris sought a career in the financial services industry to help navigate people through the different stages of their financial life.

Chris has a strong belief in the value of financial planning and looks forward to assisting clients in maximising their financial future. 

In his spare time, Chris enjoys a good movie, spending time with family and friends and watching anything sport related.


Want to know more?

Find out how easy it is to arrange financial advice with GESB Financial Advice, or simply contact us.

How to get advice

Financial Advice FAQsFinancial Advice FAQs

GESB Financial Advice Financial Services GuideFinancial Services Guide (0.11MB)

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Related Information

Financial Advice FAQsFinancial Advice FAQs

GESB Financial Advice Financial Services GuideFinancial Services Guide (0.11MB)

Try our calculators and toolsCalculators and tools

Attend a free retirement seminarRetirement seminars

Contact usContact us

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