Gerald Oldaker
Financial Adviser
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About
Gerald Oldaker is an ASIC-registered financial adviser based in Burnie, Tasmania, committed to helping clients achieve their financial goals. With a solid foundation built upon the completion of an 8-unit Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) in 1996, Gerald brings a wealth of experience to his practice. Gerald is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions for each client's unique circumstances. His areas of expertise include superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning Whether you are planning for retirement, seeking to grow your wealth, or require advice on insurance and superannuation, Gerald can provide expert guidance. Contact Gerald today to discuss your financial future and how he can help you achieve your goals.
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Frequently Asked Questions
What types of financial advice does Gerald Oldaker offer?
Gerald Oldaker specialises in superannuation advice, insurance solutions, wealth management, and retirement planning, among other financial services. He can provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Gerald Oldaker have?
Gerald Oldaker holds an 8-unit Diploma of Financial Planning from the Financial Planning Association of Australia (FPA), which he completed in 1996.
How can Gerald Oldaker help me with retirement planning?
Gerald can help you develop a comprehensive retirement plan tailored to your specific needs and goals. This includes strategies for maximizing your superannuation, managing investments, and ensuring a comfortable retirement income.
What is the process of working with Gerald Oldaker?
The process typically involves an initial consultation to understand your financial situation and goals, followed by the development of a personalised financial plan. Gerald will then work with you to implement the plan and provide ongoing support and advice.
Can Gerald Oldaker help me with my superannuation?
Yes, Gerald Oldaker is authorised to provide advice on superannuation. He can assist you with choosing the right superannuation fund, consolidating your superannuation accounts, and developing a strategy to maximise your retirement savings.
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