About Garden Financial Services

With our talented team of experienced staff, we strive to create great outcomes in our client’s financial lives, which are based on commitment to honesty, integrity, transparency and teamwork.

Our People

Through the dedication of our experienced team, we aim to assist our clients to identify how they best build and protect their wealth whilst going about their busy lives.

Garden Financial ServicesGavin Williams

Dip. FS (FP), Dip. FMBM
Retirement Living + Aged Care Specialist®

Gavin is the Managing Director, Financial Planner, Aged Care Specialist and Mortgage Broker of Garden Financial Services. Gavin is an experienced Financial Planner and Mortgage Broker and is a Retirement Living and Aged Care Specialist® accredited adviser. He previously spent six years in the Royal Australian Navy. Prior to this, Gavin ran his family farm in Crookwell, New South Wales.

Gavin holds a Diploma in Financial Services (Financial Planning) and Diploma of Finance & Mortgage Broking. He is a member of the Mortgage Finance Association of Australia (MFAA), the leading mortgage industry body.

Garden Financial ServicesKaylee Garden

BCom (HONS), Grad Dip (App Fin and Inv), Dip. FS (FP)

Kaylee is a Director and Financial Planner of Garden Financial Services. Prior to establishing Garden Financial Services, she worked for PIMCO in Sydney as a Vice President and Head of Consultant Relations, Australia & New Zealand for seven years.

Prior to this, she worked in London for The Chase Manhattan Bank in their e-commerce division and for Fisher Francis Trees & Watts in Clients Services. In Australia, she worked at the Centre for Australian Financial Institutions, conducting research on financial institutions. She holds an honours’ degree in Commerce, majoring in Banking and Finance from the University of Southern Queensland, a graduate diploma in applied finance and investment from FINSIA and a Diploma in Financial Services (Financial Planning) from Kaplan.

Sharon DonoghoeSharon Donohoe

Dip FP

Sharon is Operations Manager at Garden Financial Services and is responsible for the ongoing compliance, para-planning and management of the administrative needs of the business. She has a strong understanding of the financial planning process, market awareness, superior communication and technical skills, and has been in the Financial Services industry for over 20 years.

Toni-Ann BarnettToni-Ann Barnett

Adv. Dip. FP, Dip. FS (FP)

Toni-Ann is a Para-planner at Garden Financial Services and she assists our financial planners in a non-client facing role with research, financial modelling and the preparation of advice documents. Toni-Ann has had 30+ years’ working in the financial services and insurance industry.

Garden Financial ServicesJenny Kemp

Jenny Kemp is a Senior Client Services Officer supporting Gavin Williams with Mortgage Broking, Retirement Living and Aged Care. Jenny’s role includes being the initial contact for Gavin’s Aged Care and Mortgage Broking clients; preparing advice and review documentation; updating client data and maintaining records; mortgage and aged care implementation and follow up; and diary management.

Jo EadesJo Eades

Jo Eades is Senior Client Services Officer supporting Kaylee Garden, Financial Planner and Director. Jo has 30+ years’ experience in both the banking and financial planning sector in NZ and Australia, the last 6 years in financial planning in a support role, and as an executive assistant. Her role includes being the initial contact for Kaylee’s new and existing clients; preparing advice and review documentation; updating client data and maintaining records; investment and insurance implementation and follow up; and diary management.

Vicky MorrisVicky Morris

Vicky Morris is our Client Service Officer who supports our dynamic team. As the first point of contact for all incoming phone and email enquiries.

Her role includes; supporting the Operations Manager with special tasks including ongoing compliance needs of the business; assisting with any overflow from Senior Client Services Officers and the general administrative efficiencies of the business.

Vicky also reviews documentation, updating client data and maintaining records; investment, aged care and insurance implementation and follow up; and diary management.