MEET THE TEAM
Our qualified team here in Geelong are ready to help with all your financial planning needs
Our team is passionate about about delivering a professional client advice experience whilst creating a personal connection with our client goals.
Shane Coutts
Managing Principal / Senior Financial Adviser
With over 35 years in financial planning, Shane Coutts founded GL Financial Planning in 2002 to bring his expertise and passion for helping people closer to home.
Shane specialises in helping clients transition into retirement with confidence and financial certainty. He develops strategies designed to provide sustainable income throughout retirement, maximise available Centrelink entitlements, and build resilient investment portfolios that can withstand changing market conditions.
A strong focus is also placed on estate planning, ensuring wealth is transferred to future generations as tax-effectively as possible while minimising potential death duties and unnecessary complexity.
By taking a holistic approach, Shane helps clients enjoy retirement with the confidence that their income needs are met, their investments are positioned for the long term, and their legacy is protected.
Sam Coutts
Financial Adviser
Sam specialises in helping young families, business owners and professionals build, protect and grow their wealth through strategic financial planning.
His advice focuses on financial protection, tax minimisation, superannuation and investment strategies, tailored to each client's goals and stage of life.
Sam believes one of the biggest barriers to seeking advice isn't understanding what needs to be done—it's finding the time to coordinate meetings with financial advisers, accountants, mortgage brokers and solicitors. As such, he takes a collaborative approach, working closely with your broader advisory team to streamline the process, reduce duplication and make implementing your financial strategy as simple as possible.
His goal is to give his clients the confidence that every part of their financial life is working together, allowing them to spend less time managing finances and more time focusing on what matters most.
Jared Persic
Paraplanner
Jared is a dedicated paraplanner with a passion for financial planning, strategy, and helping clients work towards their long-term goals. As a new dad, he understands the importance of careful planning and building a secure future for the people who matter most.
Outside of work, Jared enjoys making the most of the great outdoors. Whether he's camping, fishing, exploring trails on his mountain bike, or working on his golf game, he values the balance between adventure and family life. Jared takes pride in supporting advisers and clients behind the scenes at GL Financial Planning, continually developing his technical knowledge and striving to deliver high-quality outcomes.
Rhiannon Teichert
Client Services Coordinator
Rhi brings a strong background in administration and a passion for building long-term relationships with clients. In her spare time, Rhi enjoys travelling, reading and the occasional Pilates class. She loves exploring local markets, finding new cafés and restaurants to visit, and spending quality time with friends, family, and of course, her dogs. She takes pride in supporting clients at GL Financial Planning and is always working to develop her industry knowledge.
Marvin Bautista
Advice Implementation Specialist
Mavs proudly supports clients on their financial journey, helping them reach their goals step by step while constantly growing and refining industry expertise. Outside of work, he enjoys endurance sports, travelling, gaming, and exploring different cuisines from around the world. His favourite part of the role is helping clients achieve their goals and being someone they can rely on every step of the way.
Jessyl Espinosa
Client Services Administrator
Since joining GL Financial Planning, Jess has developed a passion for supporting daily operations to help deliver a seamless client experience, particularly enjoying preparing documents that are used during client appointments. She also values collaborating with and supporting her team, taking pride in knowing her work contributes to both client outcomes and team success. Outside of work, she enjoys unwinding with horror and animated films, as well as reading fictional stories especially translated manga and webtoons.
Our Licensee
Bombora Advice
GL Financial Planning partner with Bombora Advice Pty Ltd who offer us the support and professional service that all us to stay focused on our area of specialisation. This partnership allows us to align with other like-minded businesses that match our strong client focussed values and enhances our service delivery.
Address: 5, 600 Bourke Street, Melbourne VIC 3000
Phone: 1300 653 097
Email: info@bomboraadvice.com.au