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Meet Gary

Gary Winwood-Smith
Senior Financial Planner | Director

  • 0403 261 292



"I am passionate about working with my clients to identify, clarify and quantify their dreams. Together, with focus and determination, we can achieve amazing results."

Unique Qualities

  • A mix of experience and education (emphasis on continuing professional development)
  • Natural leadership (managed the Practice in his late 20’s)
  • Focused on you (prefers the sound of your voice)
  • Will grow older with you (plans to be here for the next 30 years)

Gary joined Sydney Financial Planning in 2004.  Since then Gary has undertaken a variety of roles including, Technical Manager, Financial Planning Manager and Practice Manager.  In these roles, he has demonstrated his ability to solve complex problems by thinking outside the box.  In his last 4 years as the Practice Manager, Sydney Financial Planning has maintained the “Certified Quality Advice Practice” designation. 

Specialist Skills

  • Retirement planning advice – Preparing for retirement
  • Retirement planning advice – Income stream strategies
  • Wealth creation strategies

Professional Qualifications

  • Bachelor of Commerce (Financial Planning and Investment)
  • Tax (Financial) Adviser

Membership and Associations

Career and Industry Highlights

Personal Interests

Gary is married with three children (including twins). He enjoys sports including touch football, swimming, and basketball. Gary also enjoys coaching his local basketball team where his children play.


Gary's Planner Profile...

Download a printable version of Gary's Profile: Gary Winwood-Smith - Planner Profile. Or to make an appointment to meet with Gary, call our team to arrange an appointment on 02 9328 0876.


Gary Winwood-Smith is an authorised representative and credit representative of Charter Financial Planning Limited, ABN 35 002 976 294, AFS Licence No. 234665, member of the AMP Group. This document provides general information only. Before making any financial or investment  decisions, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. Charter Financial Planning, Illawarra Financial Planning and Sydney Financial Planning and its authors take no responsibility for any omissions of information supplied in this document. Read more about Who We Are, What We Do and explore our Insights.

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Suite 13 / 201 
New South Head Rd
NSW 2027

02 9328 0876

Sydney City

Level 10 / 20 
Martin Place
NSW 2000

02 9328 0876


Shop 1 / 225 
Princes Highway
NSW 2518

02 4229 8533

02 9328 0876

Come visit us by appointment at one of our three office locations.