James Gerrard
Financial Adviser
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About
James Gerrard is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored and strategic advice. With a strong foundation built upon a Diploma of Financial Services (Financial Planning) from the Financial Planning Association of Australia (2005), an Advanced Diploma from Kaplan Professional Education (2006), a Bachelor of Applied Finance from Macquarie University (2007), and a Master of Business Administration from Deakin University (2010), James offers a wealth of knowledge and experience. As a member of the Financial Advice Association of Australia (FAAA), James is committed to upholding the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. Whether you're planning for retirement, seeking to grow your investments, or protecting your family's future, James can provide expert guidance. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact James today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does James Gerrard provide?
James Gerrard specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are James Gerrard's qualifications and experience?
James Gerrard holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), a Bachelor of Applied Finance, and a Master of Business Administration. He has been working in the financial services industry since 2005.
What is the process of working with James Gerrard?
The process typically begins with an initial consultation to understand your financial goals and current situation. James will then develop a personalized financial plan tailored to your specific needs. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your evolving circumstances.
What can I expect from a consultation with James Gerrard?
During a consultation with James, you can expect a thorough discussion of your financial goals, a clear explanation of available options, and a transparent fee structure. James is committed to providing unbiased advice and empowering you to make informed decisions about your financial future.
How can James Gerrard help me plan for my retirement?
James can help you develop a comprehensive retirement plan that considers your desired lifestyle, risk tolerance, and investment options. He will provide guidance on superannuation strategies, investment planning, and income projections to ensure you have a comfortable and secure retirement.
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