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 Managing Director, Financial Planner and Aged Care Specialist of Garden Financial Services established on the Sunshine Coast in 2008. Gavin is an experienced Financial Planner and specialises in the Aged Care and Retirement Living areas of financial advice. He has extensive knowledge of Centrelink and DVA and is able to implement strategies that provide a Centrelink/DVA favourable outcome.
Coming from a farming and trade background Gavin approaches each scenario from a practical viewpoint and provides advice using plain English which is easy to understand.
Gavin lives in the Caloundra area with his wife Kaylee and two school-age children. He tries to stay fit by going to the gym and working out at home, however finds his fitness is surprisingly hard to maintain.
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.
Mark Cann
ADFS (FP) – Financial Planner
Kylie Nash
Kylie is a Customer Service Officer at Garden Financial Services, she assists Gavin Williams our Managing Director, Financial Planner, Retirement Living + Aged Care Specialist, as well as reception duties.
Prior to joining our team, Kylie worked as a Legal Secretary for 7 years’ her role included assisting in Conveyancing, preparing Wills, Power of Attorney and Appointments of Enduring Guardian plus a wide range of administrative duties. She prides herself on being a highly motivated, professional, bubbly person with a ‘can do’ attitude with no job too big or too small.
Rosie Cunningham
Client Service Officer