Gary Jones AFP® FPA (Fellow) – Founder/Director
After many years in sales and marketing roles, Gary became a life agent for National Mutual (now AXA) in 1986. After qualifying as a financial adviser, Gary moved into management roles with both MLC and Friends Provident (now TAL) before setting up his own practice in regional Victoria in 1998.
In 2003 after Gary became an authorised representative of Professional Investment Services P/L and Professional Investment Services Bendigo Pty Ltd began operation and now trades as Platinum Wealth an integral part of The Farm Protectors Group.
In 2010, in conjunction with Stephen Wait, Gary set up The Farm Protectors. The Farm Protectors is a business dedicated to providing solutions to farming and business clients who have requested assistance with their succession planning requirements in the transition to a long and happy retirement.
Gary is an active member of the Bendigo Strathdale Rotary Club, having served as President during 2006 and awarded a Paul Harris Fellow by his Rotary peers. He is currently the Chairman of the Bendigo Chapter of the Financial Planning Association (FPA), a position he has held since 1996 as well as serving on the FPA National Member engagement committee. He has been awarded a fellowship with the FPA as well as The Australian Lifewriters Association.
Gary is also a trained Industry Education Moderator, a proud father and grandfather and an avid sports follower.