Gerard Rust

I have been working in the Financial Planning industry for over 17 years. I am a highly experienced and well-rounded client-centric Financial Planner with outstanding client engagement and relationship building skills. I have an analytical mind, I am highly organised, efficient and compliance focused with a strong ethical moral compass. I have extensive technical experience in the areas of cash flow management, financial modeling, superannuation, SMSF's, retirement planning, wealth management, investments, risk management, insurance, social security and estate planning.

I am passionate about building long term relationships with my clients and adding value by taking a holistic view of their personal and financial situation, their dreams and aspirations, and putting a roadmap in place to provide clarity, security and help put my clients in a better position to achieve their lifestyle and financial goals and objectives.

My clients consist of working affluent individuals and families, pre (including transitioning) and post retirees, SME business owners and High Net Worth clients.

My core values consist of professionalism, accountability, integrity, ethics, honesty and respect.

I hold a Master of Applied Finance (MAppFin) with a Financial Planning major as well as numerous other finance related qualifications and I am a member of the Financial Planning Association of Australia.