Our Team

When it comes to building wealth, Bob doesn’t just offer financial advice – he delivers strategies designed to get results. With years of experience helping professionals and high income families achieve their financial goals, Bob specialises in creating holistic, goal driven wealth plans tailored to every client’s unique needs. His approach is clear and conflict free, with strategies built on transparency, thorough analysis, and a deep understanding of each client’s financial aspiration.

As a Certified Financial Planner (CFP®) – an internationally recognised mark of excellence – Bob brings top tier expertise to every interaction. His other qualifications include a business degree from the University of Technology Sydney, advanced studies in investment and portfolio theory at University of New South Wales, two additional finance-related diplomas, and multiple specialist accreditations. This depth of knowledge means clients don’t just get advice – they get strategies backed by research, insight and proven financial principles.

When he’s not working with clients or enjoying quality time with his family, Bob is an avid tennis player, an advanced free diver, and a passionate advocate for sustainable living. Bob has a deep appreciation for fine food, often cooking meals with fresh ingredients from his organic garden and catch from the pristine waters of the south coast.

Committed to giving back, Bob also serves as a Justice of the Peace in the ACT, is an active member of the local business community, and supports global initiatives through impact investing with Empower Malawi.

Bob is a Sub-Authorised Representative of Everalls Wealth Management Pty Ltd, Corporate Authorised Representative No. 465367. Authorised Representative No. 413819.

Gerrie Vermeulen is more than a financial adviser; he’s a dedicated advocate for his client’s financial health and a trusted ally in pursuing their objectives. With almost 20 years in the dynamic financial sector, Gerrie is recognised for his expertise, attention to detail, and emphasis on relationships.

Gerrie’s approach to financial planning transcends numbers; it’s about enabling clients to live the life they envisage. He crafts appropriate financial strategies that align with client goals by genuinely understanding their priorities. Through this goal-centric methodology, he develops a roadmap for clients to achieve their financial goals, whatever they may be.

Always keen on professional growth, Gerrie holds a Certified Financial Planner certification, ensuring he’s updated with industry shifts to offer timely advice. Outside work, he’s family-oriented, often found cycling or barbecuing, reflecting his sustainable living ethos, which complements his comprehensive financial planning perspective.

Choosing Gerrie Vermeulen means partnering with a dedicated expert who prioritises your financial success. His qualifications, tailored strategies, and genuine concern make him stand out. As a Certified Financial Planner CFP®, Gerrie adheres to professional conduct codes from relevant associations. He is a Sub-Authorised Representative of Everalls Wealth Management Pty Ltd (Corporate Authorised Representative No. 465367. Authorised Representative No. 1236313).

As a representative of Everalls Wealth Management, Gerrie is poised to turn your financial goals into tangible outcomes.