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.

Gavin 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.

Kaylee 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 Donohoe

Dip FP

Sharon is Practice 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 25 years.

Sharon Coleman

BBus (Dis)

Sharon Coleman is an Aged Care Accountant at Garden Financial Services.

Sharon is an Accredited Aged Care professional and can assist clients when accessing a range of aged care services such as home-care, retirement living and residential aged care.

Prior to being an Aged Care Specialist Sharon worked as a tax and compliance accountant and holds a Bachelor of Business, graduating with distinction.

Joe Hirst

BCom (FP), Dip.FMBM

Joe Hirst is an Associate at Garden Financial Services.

Joe has accumulated a breadth of experience in his time in the industry since 2014, operating across a variety of roles. Joe graduated from university with a faculty commendation for academic excellence and received awards in recognition as the highest achieving student in several of his financial planning courses.

Gail Hartshorn

Gail Hartshorn assists in administration for both new and existing clients within the practice.  She has over 30 years’ experience in Financial Services in sales, management, training and administration.