About GPL Financial Group

About GPL Financial Group

GPL Financial Group (GPLFG) was established in 2002 to attend to the financial planning requirements of clients of GPL Partners’ clients. Over time GPLFG has grown its expertise to add Australian and international share advice, as well as providing a private client offering for those with sophisticated needs. GPLFG works with GPL Partners to provide a Self-Managed Superannuation advice and establishment service.

Advice process
Investment can seem easy during the good times, when the rising tide of enthusiasm lifts all markets. This can lead to excesses. Invariably, times of excess are followed by quieter times when over-priced investments come down to earth and losses can occur. GPLFG’s uses a tested investment process, which values investments on fundamentals such as earnings, the quality of their management and their competitive advantage within the market in which they operate. Using this process, we are comfortable avoiding over-priced investments, preferring instead to search for value in overlooked areas, or wait until better opportunities come along. Whilst not even the greatest investors in history have been able to predict the future, most of them share an understanding of the intrinsic value of an investment and the patience to find opportunities when they arise. At GPLFG, we apply the lessons learned over the decades, to provide our clients with a sound probability of success.

Along with building wealth comes the need to protect your current lifestyle and income. Our investment plan includes consideration of the protection required to maintain your current lifestyle, should unforeseen events occur.

Our Team

Travis Read

Certified Financial Planner

Travis Read has been providing financial advice for more than 25 years. He has a keen interest in investment markets and is able to provide advice on a wide range of investments including Australian and international shares, property, interest bearing investments and managed funds. Travis is an accredited Self-Managed Superannuation specialist and also has extensive experience with trust investment. Travis has a Bachelor of Commerce, The Diploma of Financial Planning, is a Certified Financial Planner and has completed additional post graduate studies in securities. He has successfully completed he FASEA exam.

Steve Wong

Financial Planner

Steve has been involved with financial services for more than 14 years. He has extensive knowledge of risk insurances and is a firm believer in prudent investment and diversification. He has a thorough approach to financial planning matters and likes to take the time to address any questions or concerns a client might have. Steve understands that no two client’s goals and needs are the same and he uses his considerable experience with advice construction and implementation to tailor the financial plan to benefit his clients.

Steve has A Bachelor of Business and Commerce from Western Sydney University and the Diploma of Financial Services (Financial Planning) from Kaplan.

He has successfully completed he FASEA exam.

Our Services

Latest News

Accounting News

Small businesses may ‘collapse under strain of payday super’, IPA warns

Small businesses may ‘collapse under strain of payday super’, IPA warns

Existing issues within the SG system must be rectified before the government proceeds with the new changes, the IPA says.

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ATO’s hands tied with scrapping on-hold debts, expert says

ATO’s hands tied with scrapping on-hold debts, expert says

The Tax Office lacks power under current laws to do anything about the wildly unpopular scheme despite plans to review its approach, according to a UNSW professor.

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What Drives Your Business Growth and Profits?

What Drives Your Business Growth and Profits?

Every business owner wants to grow their business and their profits. 

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Australian Taxation Office (ATO) shifting to firmer debt collection activity

Australian Taxation Office (ATO) shifting to firmer debt collection activity

The ATO has flagged a return to more aggressive debt collection actions after seeing a trend of profitable businesses that have the capacity to pay their tax debts but are actively choosing not to do so.

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Why employee v contractor comes down to fine print

Why employee v contractor comes down to fine print

The task of worker classification has been a long-running point of contention but the Commissioner’s response to recent court cases suggests a written contract is king.

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Sharing economy reporting regime for platform operators

Sharing economy reporting regime for platform operators

Individuals participating in the sharing economy should be aware that transactions for supplying taxi travel/ride sourcing and short-term accommodation are now required to be reported under the sharing economy reporting regime (SERR).

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Countries producing the most solar power by gigawatt hours

Countries producing the most solar power by gigawatt hours

Check out the countries that produce the most solar power.

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Illegal access nets $637 million

Illegal access nets $637 million

The ATO has found $637 million of superannuation savings has left the system due to illegal early access carried out through SMSFs.

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Accessing superannuation benefits.

Accessing superannuation benefits.

Common conditions of release include the fund member having reached preservation age and retired, or commenced a transition-to-retirement income stream; ceasing an employment arrangement on or after the age of 60; being 65 years old even though they haven’t retired; or having died.

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Financial Planning News

Illegal access nets $637 million

Illegal access nets $637 million

The ATO has found $637 million of superannuation savings has left the system due to illegal early access carried out through SMSFs.

Read More

Trustee decisions are at their own discretion: expert

Trustee decisions are at their own discretion: expert

A trustee doesn’t need to show reasons why they made a decision, they will only need to show they followed a proper decision-making process, says a specialist legal adviser.  

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Regular reviews and safekeeping of documents vital: expert

Regular reviews and safekeeping of documents vital: expert

Keeping track of all documents relating to an SMSF trust deed is important if an estate planning issue arises, says an industry expert.

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Latest stats back up research into SMSF longevity and returns: educator

Latest stats back up research into SMSF longevity and returns: educator

There was a dramatic decrease in the number of SMSF wind-ups from 2018 to 2023, indicating that the SMSF sector is outperforming APRA funds in both returns and customer satisfaction, says a leading educator.

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Investment and economic outlook, February 2024

Investment and economic outlook, February 2024

Region-by-region economic outlook and latest forecasts for investment returns.

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Planning financially for a career break

Planning financially for a career break

A pause in super contributions can have long-lasting effects. Here's how to plan ahead for super breaks.

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Could your SMSF do with more diversification?

Could your SMSF do with more diversification?

Australian Tax Office Office data shows a high percentage of SMSFs are lacking portfolio diversification. 

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Countries producing the most solar power by gigawatt hours

Countries producing the most solar power by gigawatt hours

Check out the countries that produce the most solar power.

Read More

Labor tweaks stage 3 tax cuts to make room for ‘middle Australia’

Labor tweaks stage 3 tax cuts to make room for ‘middle Australia’

Following years of mixed messaging, Labor has bowed to economic pressure and announced changes to its stage three tax cuts. 

Read More

Tools & Resources

Contact Us

Get in Touch

GPL Financial Group welcomes your enquiry. To book an appointment or simply ask us a question, fill in your details and we'll be in touch soon!

Peakhurst Office
  • 732 Forest Road, Peakhurst NSW 2210
Oran Park Office
  • Level 2, 351 Oran Park Drive, Oran Park NSW 2570

Make a Complaint

The simplest way to resolve a complaint can be to discuss it with us by calling (02) 9579 4655. If we’re unable to address your concerns over the phone, you can lodge a formal complaint – find out how in the section below.

We’ll investigate your complaint and address your concerns as soon as possible. It is a legislative requirement for us to respond to you within 30 days of receiving your complaint.

At any stage you're welcome to contact your assigned Complaint Officer for an update on the progress of your complaint.

If you don’t receive a response to your complaint within 90 days for superannuation complaints or 45 days for complaints about financial advice received, or if you’re unsatisfied with GPL Financial Group’s response to your complaint, you may be eligible to take your complaint to the Australian Financial Complaints Authority (AFCA).

AFCA provides fair and independent financial services complaint resolution that is free to consumers.

Mail: GPO Box 3, Melbourne VIC 3001
Call: 1800 931 678
Online: afca.org.au

You can email or phone us at:

Wealth Creation

Wealth Creation involves strategic investing into growth assets over a period of time in order to achieve your financial goals.

When thinking about creating wealth, it is important to understand:

What investments are available
What level of investment risk are you prepared to take What is your anticipated time horizon the different taxation treatment associated with each strategy

A Financial Plan can help you achieve a clear direction and will take into consideration your current situation, goals and objectives, and change in line with your future circumstances.

A Financial Plan is your road map to financial success.

Contact us today to discuss how we can work together: (02) 9579 4655 or email us at financialplanning@gplfg.com.au

Retirement Planning & SMSF

As retirement nears, and you begin thinking about the retirement lifestyle you would like, your super comes more into focus.

Depending on when you plan to retire, you may start thinking about putting extra money into super, maximising your investments, balancing risk and return, and looking at your wealth protection needs.

And as you think about winding down from the workforce, GPLFG will work with you to manage the risk your super investments may be exposed to and protect the wealth you’ve worked hard to build.

Whatever your plans, maximising your retirement savings is essential-and the way you structure your finances can have a direct impact on how much you end up with down the track.

GPLFG can advise on the set up and investment advice in regards to managing your SMSF as well as handling all of your administration needs. Our intergrated software allows you to have direct secure internet access to real time reporting on your SMSF in regards to your investments. An SMSF allows you to gain full control over your superannuation wealth and give you a wide variety of investment choices.

Contact us today to discuss how we can work together: (02) 9579 4655 or email us at financialplanning@gplfg.com.au

Personal Insurance

Many individuals take all of the right steps and put in place sensible Wealth Creation strategies that will ultimately lead to financial independence at their target retirement age. Often the main threat to that objective being achieved is illness or injury that results in the individuals earning capacity being reduced or lost either permanently or for a period of time.

To protect against these events it is vital that personal risk insurance is in place. A detailed analysis of your current position and future objectives is required to accurately calculate the amounts you require and how the policies should be owned. Having your policies structured correctly will avoid significant unexpected tax consequences at a time when you need financial certainty and security.

A combination of Life Insurance, Total and Permanent Disability Insurance, Income Protection and Trauma Insurance will provide comprehensive protection against unforseen events.

We can assist you and/or your business in the following areas:

Contact us today to discuss how we can work together: (02) 9579 4655 or email us at financialplanning@gplfg.com.au

Estate Planning

Estate planning is a specialised area that can involve many financial complexities. While no one intentionally leaves behind complications for their loved ones, countless families are burdened with the difficulties of an out-of-date will.

You can make sure it’s easy for your loved ones to receive what you leave behind. GPLFG will work in conjunction with you and your solicitor to ensure your assets will pass smoothly and tax-effectively to your loved ones.

Contact us today to discuss how we can work together: (02) 9579 4655 or email us at financialplanning@gplfg.com.au

Educational Videos

Useful Links

General Calculators

Target market determination

Vanguard International Shares Index Fund - TMD

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Vanguard Australian Property Securities Index Fund - TMD

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Tyndall Australian Share Wholesale Fund - TMD

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T. Rowe Price Global Equity Fund - I Class - TMD

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Schroder Investment Management Australia Limited Fund - TMD

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T. Rowe Price Global Equity (Hedged) Fund - I Class - TMD

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Qantas Superannuation Fund - TMD

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Platinum Japan fund - TMD

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Platinum International Fund - TMD

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Platinum Global Unhedged Fund - TMD

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Platinum European Fund - TMD/p>

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PM Capital Enhanced Yield Fund - TMD

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Platinum Asia Fund - TMD

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Perpetual Wholesale International Share Fund - TMD

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Pendal Smaller Companies Fund - TMD

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Pendal Property Securities Fund - TMD

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Pendal Focus Australian Share Fund - TMDs

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NovaPort Smaller Companies Fund - Class A - TMD

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Moringstar Multi Asset Real Return Fund - TMD

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Magellan Infrastructure Fund - TMD

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Magellan Global Fund (Hedged) - TMD

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Macquarie International Infrastructure Securities Fund (Unhedged) - TMD

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Macquarie International Infrastructure Securities Fund (Hedged) - TMD

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Macquarie Cash Management - TMD

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Macquarie Bank Term Deposit

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Lotus Peak Global Disruption Fund - TMD

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Lazard Global Listed Infrastructure Fund - TMD

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IFP Global Franchise Fund (Hedged) - TMD

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IFP Global Franchise Fund - TMD/p>

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Hyperion Small Growth Companies Fund - TMD

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GQG Partners Global Equity fund - A Class - TMD

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Franklin Global Growth Fund Class W _TMD

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First Sentier Wholesale Concentrated Australian Share Fund - TMD

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Fidelity Australian Equities Fund - TMD

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ClearBridge RARE Infrastructure Value Fund - TMD/p>

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Bennelong Kardinia Absolute Return Fund - TMD

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Bennelong ex-20 Australian Equities fund - TMD

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Barrow Hanley Global Share Fund - Class A.

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Aware Super - TMD

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Ausbil Global Resource Fund - TMD

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AMP Capital Wholesale Australian Property Fund - TMD

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AMP Capital Core property fund - TMD

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Allan Gray Australia Stable Fund - TMD

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Aberdeen Standard Asian Opportunities Fund - TMD

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