Profile image of Gurbinder Gill

Mr Gurbinder Gill

STAFF PROFILE

Position

Teaching Scholar, Financial Planning

Faculty

Faculty of Business and Law

Department

Deakin Business School

Campus

Melbourne Burwood Campus

Qualifications

Master of Financial Planning, Kaplan Education, 2017

Contact

g.gill@deakin.edu.au
+61 3 924 46601

Biography

Gurbinder is an innovative goal-oriented achiever with strong leadership skills. He is a team player in excess of 30 years track record in Financial Planning (Wealth Accumulation, Wealth Management, Wealth Protection and Wealth Distribution).  He has effective networking ability with very good negotiation and client engagement skills.

Gurbinder is excellent at relationship management skills and has extensive overseas working experience and an ability to speak 5 languages.


He started his career in a professional services firm which gave him a very good foundation in consulting and was fortunate to have appropriate training in proper client engagement process.

His experience in the industry has exposed him to High Net Worth Individuals, Professional practises, SME’s and most importantly the mum and dad client segments.  Gurbinder focusses heavily on client relationships and consistently develops strategies and provides solutions to his clients’ varying needs and wants. Paying attention to detail helps him clarify ambiguities and he draws down on expert opinions to provide the best outcome for his clients. 

He is passionate about the financial services industry and has a sincere desire to help people succeed financially. Gurbinder believes that wealth plays a major role in one’s priorities after good health and it must be in good professional hands. This belief led him to his current role at Deakin University and complements his role as a Financial Adviser. He is in the position to share his expereince and knowledge with the students cohort. 

Read more on Gurbinder's profile

Teaching interests

Financial Planning and in particular:

- Client engagement

- Statement of Advice development and presentation

- Insurance

- Superannuation

- Estate Planning

Units taught

MAA727 - Financial Planning Development (PG)

MAA318 - Advance Financial Planning (UG)

Knowledge areas

- Superannuation and Retirement Advice

- Insurance Advice

- Estate and Succession Planning

- Tax Considerations in Financial Advice

- Client Engagement Skills

- Investment Advice

- Aged Care

- Self Managed Superannuation Funds

- Ethics

Professional activities

Member - Deakin Financial Advisory Board

Associate - Financial Planning Association

Tax (Financial) Adviser - Tax Practitioners Board