Meet the Everalls Wealth team
Director and Principal Adviser
What sets Bob apart as a financial adviser is having both technical and practical knowledge to deliver bespoke, workable and result-driven wealth generation strategies for his clients. Bob specializes in integrated wealth generation strategies that are aiming to deliver an extra $1-3M of wealth in 15 years or less for professional and high-income families.
Bob is a Certified Financial Planner, the gold standard in financial planning, a certification that is recognised in 26 countries globally. Bob has built his extensive technical knowledge through a business degree from UTS, studying investment and portfolio theory at UNSW, two other related diplomas and numerous specialist accreditations.
Bob is passionate about looking after his clients and he has an unshakable belief in the importance of building strong, long term relationships. This is backed up with thorough research and accountable financial advice that is free from conflict of interest.
When not working with clients and spending time with family, Bob is an avid tennis player, sustainable environmentalist and is practicing to be a minimalist. He loves fine food, home cooking and his organic garden.
Bob is an active member in the local business community, is a Justice of the Peace in the ACT and is an impact investor for charity group ‘Empower Malawi’.
Bob is an Accredited Australian Super Advisor and a Sub-Authorised Representative of Everalls Wealth Management Pty Ltd, Corporate Authorised Representative No. 465367. Authorised Representative No. 413819.Download Bob’s Advisor Profile
Senior Financial Advisor
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.Download Gerrie’s Advisor Profile
Melissa Healy FCA
Melissa has over 25 years of experience helping clients with their wealth management including providing advice on investment structures, financing and negative gearing, superannuation strategies, self- managed super funds, cash flow, income tax planning, capital gains tax issues, asset protection and estate planning. Melissa’s accounting & tax background allows her to provide tailored advice for each of her clients to help them achieve their financial and personal goals tax effectively.
Melissa holds a Bachelor of Commerce and a Graduate Diploma in Financial Planning and meets the competency requirements under ASIC’s Regulatory Guide RG 146.
Melissa is a member of Chartered Accountants Australia New Zealand and abides by their code of professional conduct and ethics.Download Melissa’s Advisor Profile
Why Choose Us ?
As your one-stop financial planning shop, we operate on a fee-for-service basis, ensuring transparency and eliminating any hidden commissions, so you always receive unbiased and tailored advice.
Strategic Expertise: We understand the unique financial challenges faced by people including busy professionals and business owners. Our strategies are specifically crafted to align with your complex needs with a special focus on asset protection.
Clear Path and Partner to ensure your achieve your financial goals: Our services are tailored for those who are serious about optimizing their wealth and securing and protecting their financial future. Your goals could include funding a gap year, early retirement, or your desired retirement lifestyle; or making the most of a windfall/inheritance; or working out the best way to share your wealth with family while still retaining some control. Our team can help you achieve those goals.
Busy Lives, Seamless Solutions: As professionals or business leaders, your time is precious. Partner with us so that you have the confidence that you are on track and can focus on excelling in your career or driving your business forward.
Unlock Your Financial Potential
Are you ready to harness your success and embark on a journey toward achieving your financial goals?
Reach out today to initiate a consultation. Let’s leverage your hard work and accomplishments to secure a retirement that you deserve.