James Gerrard

Financialadvisor.com.au

Gold
16 Yrs Experience
Sydney, NSW 2000

James Gerrard has been named one of Australia’s top 50 financial advisers by Wealth Professional. James has been ranked number 23rd in the country according a Wealth Professional analysis recently conducted. The award recognises dedication and hard work carried out by the top advisers named in the list.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Financialadvisor.com.au

Level 9, 99 York St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Australian Financial Advisory Group Pty Ltd

AFSL 475300