Estate and Taxation Planning Council NZ Inc.

Gary is a Certified Financial Planner (CFP), his career in Financial Planning and Investment Advising commenced in late 1989 when he joined Gardner Bradley O'Neill, one of the largest Financial Planning firms of the day. In 1992 he was co-founding Director of Financial Guidance Centre in Newmarket, and remained a Director until early 1995, at which point he moved his practice to the North Shore. Today, Gary's sole practice specialises in Investment Portfolio design and monitoring, is based in Torbay, and trades as Morgan Taylor Limited.

Certified Financial Planner (CFP), is an internationally recognised qualification, with the licence being held here in NZ by the Financial Planners and Insurance Advisors Association (FPIA). Gary has been involved for many years in the development of professional practice standards for this association and it's forerunner the IAFP.

Gary was Chairman of the IAFP's Standards Review Committee for two years, and currently sits on the FPIA Complaints Committee, with responsibility for complaints brought against members of the College of Financial Planners. In mid 1996 Gary was guest speaker at the IAFP National Conference in Rotorua, speaking on practice standards and compliance issues. In April 1997 Gary toured the country presenting a workshop to IAFP members.

The workshop covered the importance of disclosure and meeting the requirements of the Investment Advisers (Disclosure) Act of 1996, the Financial Transactions Reporting Act of 1996, and other issues surrounding practice standards. Gary has been a member of the Estate and Tax Planning Council of NZ since the early '90's and is just starting his third year on the Board.

Gary's early school and university education was undertaken in the UK, at the Municipal Grammar School, Wolverhampton (Head Boy), and Leicester University where he studied Physics with Astrophysics. In 1993 he completed a Diploma in Business Studies (Personal Financial Planning), through Massey University, and is three quarters of the way through a Batchelor of Business Studies, majoring in Finance, also through Massey University.