Gordon’s Personal Story – and why the Calibre Team are passionate about serving our clients wealth management needs well
Calibre Private Wealth Advisers was founded by Gordon Thoms who has over 30 years experience in the financial services industry. He started his career in the corporate world, working his way up to senior executive roles within two very large investment banks – Macquarie Bank and Goldman Sachs
In his capacity as a Trusted Adviser for the past 15 years, Gordon has been working with senior corporate executives, medical professionals, partners of professional services firms, business owners and family offices to put order, clarity and certainty into their lives by project managing their generally more complex financial affairs with the focus on implementing agreed strategy.
Gordon is passionate about serving his clients’ wealth management needs well because he has seen what happens when people don’t get good financial advice
THE VALUE OF CLIENT CENTRIC ADVICE
“In my opinion there are lots of financial products and investment solutions offered in the marketplace that are sold to the public by self-interested parties – so called investment “experts” and advisers who put their own interests above those of their client. Things should be the other way around. The client’s interests should always come first. l want to be on the client’s side, partnering with successful people to help them make smart choices with their money”
Calibre was established out of a need to fill what Gordon saw as a gap in the marketplace for truly comprehensive financial services. In Gordon’s experience ,despite already having a number of financial institutions in their lives, many successful individuals and family groups are still not confident that they will be able to achieve their goals and what is truly important to them
REAL WORLD KNOWLEDGE & EXPERIENCE OF WHAT ACTUALLY WORKS
“Many traditional investment strategies are based on speculation, guesswork, self-interest and the noise of popular media. But research and my own experience have shown me that many of these traditional approaches fail to add value for clients. I have successfully learned how to apply – in my own circumstances- strategies that have worked to create my own financial independence. My team and l are now able to apply that real-world knowledge and experience of what actually works to help people achieve what is most important to them “
“My extensive corporate experience was a gift that helped me understand the financial markets firsthand. It showed me how clients can have a successful investment experience, and it revealed to me the true value of client-centric advice”
ADVICE AND RECOMMENDATIONS THAT ARE ALWAYS IN THE CLIENT’S BEST INTERESTS
The Calibre business model is 100% aligned with Gordon’s personal and business values which include: independence, transparency and a focus on tailored advice where the only incentive Calibre has is whether our clients’ best interests will be served.
Gordon’s qualifications include:
- Bachelor of Economics Degree (Monash University )
- Graduate Diploma, Applied Finance and Investment (FINSIA)
- Certified Financial Planner, CFP (FPA)
- Accredited Family Business Adviser (Family Business Association)
ABOUT GODFREY PEMBROKE LIMITED
We’re proud to be a member of the Godfrey Pembroke network — a national network of self-employed financial advisers who specialise in providing tailored financial advice to clients with complex financial needs.
Godfrey Pembroke has been helping Australians grow and enjoy their wealth since 1995, following the merger of two large Australian financial planning groups: Godfrey Weston (established in 1981) and Pembroke Financial Planners (established in 1986).
In July 1999, Godfrey Pembroke joined the MLC family of specialist advisory firms. Together, we became part of the National Australia Bank group in April 2000, significantly expanding the breadth of research and investment solutions available to our clients.
Today, Godfrey Pembroke combines the personalised service and specialist expertise of a boutique financial adviser with the strength, security and scale that comes from being part of one of Australia’s most trusted financial institutions.