We Care. We Guide.
GENUINELY COMMITTED TO HELP
“Beacon Aged Care & Retirement Advisers was founded in 2015 and from the beginning, we did things a little differently, specialising only in Aged Care Financial Advice. We provide real advice when it’s needed most, creating significant long-term cost savings and security for our clients.
We were inspired to establish Beacon after experiencing the complexities of the aged care sector firsthand, looking for the best possible care for a loved one. Coming from successful careers in financial advice and accounting, we were determined to build a business that offered certainty and assistance to families making challenging decisions.”
Jason & Natalie Gordon
Meet the Experts
WE UNDERSTAND, WE SOLVE.
NATALIE GORDON
Aged Care Financial Adviser
(GradDipFinPlan)
Over the past 20 years, I’ve gained extensive experience in all areas of financial planning, with a strong focus on aged care, retirement living and estate planning advice. As Principal Adviser, I aim to make a meaningful difference every day to families with loved ones moving into the later stages of life. I firmly believe that an important sense of security comes with knowing you’re on the right financial path and I’m driven to impact my clients’ lives in a positive way.
JASON GORDON
Aged Care Financial Adviser
(B. Bus Accounting, Dip. Financial Planning)
As the Owner of Beacon Financial Planning Pty Ltd, I’ve specialised in aged care advice exclusively since 2013. Following several years in senior management and financial roles, I co-founded Beacon in 2015, pursuing my passion for helping people in the complex environment of aged care. I pride myself on having an unwavering commitment to my clients and am focused on helping families with real advice that removes financial stress with a warm and friendly approach.
RENEE SULLIVAN
Aged Care Financial Adviser
(GradDipFinPlan)
Having worked in financial services since 2012, it wasn’t until I joined the Beacon family in 2018 that I found my passion for helping families through the difficult process of putting a loved one in care. Specialising exclusively in aged care, I help my clients navigate the complexities of the aged care system with clear and simple strategies.
JIM PENNER
Aged Care Financial Adviser
(M. CompSci, B. Commerce)
With over 28 years in financial advice, I bring expertise and steady reassurance to families navigating aged care. After selling out of my previous practice and taking a well-earned break, I return to the industry with a passion for simplifying complex legislation and supporting people through one of life’s most critical transitions.
WENDY CELINE
Aged Care Financial Adviser
(Adv Dip. Financial Planning)
Experiencing first hand the emotional stress and complexities of placing my mother into aged care, spearheaded my desire to help families truly understand the process and costs involved.
Having been a financial adviser for over 10 years, my expertise in financial planning has led me to a more specialised role in the aged care industry.