GDA is composed of a team of experienced and professional fund managers, financial planners, accountants, and property professionals supported by highly qualified client services and support team. GDA is operated by property investment professionals certified with CFP Australia. GDA’s team is led by
John acquired GDA (formerly Geoff Doolan & Associates) in 2000 and has overseen the development of the group to that which exists today. He has been in the financial services industry since 1987 working with both large institutions and small boutiques and has almost 40 year’s experience in business management. John is a member of the Financial Planning association of Australia.
John joined GDA in 2011 and is the Chief Operating Officer of the GDA Group. His background includes banking, public practice and commercial accounting, tax, funds management and regulatory compliance. John is a member of CPA Australia and The Tax Institute.
Helen joined GDA in 2020 and is an experienced business and taxation accountant holding a Public Practice Certificate and is a Registered Tax Agent. Helen has enjoyed over 20 years’ experience supporting both individuals and businesses in meeting their personal and business reporting requirements and, more importantly, providing strategic advice, relevant reporting and information to assist clients to reach their goals, understand their business position and make better business decisions, regardless of the stage of business they are in. Helen is a member of CPA Australia.
Malcolm joined GDA in 2019. With over 15 years providing personalised financial planning advice, Malcolm understands the importance of the ongoing relationship with a trusted adviser, fund manager or business relationship. Malcolm is a member of the Financial Planning Association of Australia.
Michael joined GDA in 2007 and has over 20 years’ experience in the financial planning profession, providing holistic and individualised financial advice to professionals, self-funded retirees and small business owners. He has a broad range of skills for delivering advice that is tailored to clients needs and focused on their best interest. It is this strategic approach combined with a knowledge of investments, superannuation, retirement strategies, family wealth protection and self-managed superannuation funds that make him a trusted adviser. Michael is a member of the Financial Planning Association of Australia.
Warren joined GDA in 2018. He has practiced as a financial planner since 1991 and worked in the finance industry since 1982. He utilises his extensive experience and financial knowledge to help people make intelligent decisions about their money, so they can achieve and do the things that are important to them. He provides strategic personal financial advice to employees, professionals or business owners who are seeking to accumulate wealth, to protect their wealth and enjoy their retirement. Warren is a member of the Financial Planning Association of Australia and CPA Australia.