GDA is a multifaceted financial services organisation that has been in operation since 1993 and specialises in the areas of funds management, financial planning, accounting & tax and Self-Managed Super Fund (SMSF) administration. Through being a multifaceted financial services organisation, GDA prides itself on being able to offer clients and investors a number of services and investment solutions to cater to their respective needs.
GDA holds two Australian Financial Services Licenses (AFSL) which authorises and enables GDA to provide funds management and strategic financial advice solutions. GDA chooses to hold its own AFSLs and it believes this allows it to provide greater flexibility and choice to assist in delivering improved outcomes for clients that are in their best interests.
GDA is accredited as a Professional Practice of the Financial Planning Association (FPA) in recognition of GDA’s high professional and ethical standards. The FPA is Australia’s peak professional body of financial planners and its Professional Practice accreditation recognises practices of the highest calibre in Australia. GDA is bound by the FPA’s Code of Ethics and Rules of Professional Conduct.
Our vision is to provide holistic financial services and investment solutions underpinned by trusted, personal relationships. We are committed to enhancing our clients and investors financial health and well-being and helping them achieve their personal, financial and business goal.