Gerard Sherlock
Financial Adviser
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About
Gerard Sherlock is an ASIC-registered financial adviser based in Chapel Hill, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a solid foundation built on a Certificate IV in Financial Planning from Integratec (2002), Investment Planning 1 (2002), Taxation Planning (2003) and Margin Lending and Geared Investments from Kaplan Professional Education (2010), Gerard brings a wealth of knowledge and experience to every client relationship. He is also a proud member of the Financial Advice Association of Australia (FAAA) and has taken The Banking and Finance Oath, demonstrating his commitment to ethical and professional standards. Gerard is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This allows him to create holistic financial strategies designed to meet your unique needs and aspirations. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or need guidance on protecting your assets, Gerard is here to help. Contact him today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Gerard Sherlock offer?
Gerard Sherlock provides comprehensive financial advice covering superannuation, insurance, wealth management, retirement planning, and investments. He can help you with everything from setting up a retirement savings plan to managing your investment portfolio.
What are Gerard Sherlock's qualifications?
Gerard holds a Certificate IV in Financial Planning, Investment Planning 1, Taxation Planning, and qualifications in Margin Lending and Geared Investments. He is also a member of the Financial Advice Association of Australia (FAAA).
How does Gerard Sherlock approach financial planning?
Gerard takes a client-centered approach, starting with understanding your financial goals and circumstances. He then develops a personalized strategy to help you achieve those goals, regularly reviewing and adjusting the plan as needed.
What can I expect during my first meeting with Gerard Sherlock?
During your initial consultation, Gerard will discuss your financial situation, goals, and risk tolerance. This meeting is an opportunity for you to ask questions and determine if his services are the right fit for you.
Why should I choose Gerard Sherlock as my financial adviser?
Gerard Sherlock offers comprehensive advice tailored to your needs, backed by solid qualifications, extensive experience, and membership of the Financial Advice Association of Australia. His commitment to ethical standards and client satisfaction makes him a trusted partner in your financial journey.
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