Gerald Lilkendey
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Gerald Lilkendey is an ASIC-registered financial adviser based in East Geelong, dedicated to helping Australians achieve their financial goals with tailored and strategic advice. With a career spanning over two decades, Gerald brings a wealth of experience and a commitment to providing trusted, reliable service. He holds a CFP designation from the FPA (1995) and a Diploma of Financial Planning from the FPA (2002). As a member of the Financial Advice Association of Australia (FAAA), Gerald adheres to the highest professional and ethical standards. He is authorised to provide advice on a comprehensive range of financial products, ensuring his clients receive well-rounded and informed guidance. Gerald can assist with superannuation advice, insurance solutions, wealth management strategies, and retirement planning. Key services offered include: • Superannuation Advice • Insurance Solutions (Investment Life Insurance, Life Risk Insurance) • Wealth Management • Retirement Planning • Investment Advice (Securities, Retirement Savings Accounts, Government Debt Securities) Gerald Lilkendey is passionate about empowering his clients to make informed decisions and build a secure financial future. Whether you're planning for retirement, seeking to grow your wealth, or need advice on protecting your assets, Gerald can help. Contact Gerald today to schedule a consultation and take the first step towards achieving your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What financial planning services does Gerald Lilkendey offer?
Gerald Lilkendey provides a comprehensive range of financial services including superannuation advice, insurance (Investment Life Insurance and Life Risk Insurance), wealth management, retirement planning, and investment advice covering securities, retirement savings accounts, and government debt securities.
What qualifications does Gerald Lilkendey hold?
Gerald Lilkendey holds a CFP designation from the FPA (1995) and a Diploma of Financial Planning from the FPA (2002).
How can Gerald Lilkendey help me with my retirement planning?
Gerald can help you develop a personalised retirement plan tailored to your specific needs and goals. He will assess your current financial situation, project your future income needs, and recommend strategies to maximise your retirement savings and ensure a comfortable retirement.
What is the process of working with Gerald Lilkendey as my financial advisor?
The process typically begins with an initial consultation to understand your financial goals and circumstances. Gerald will then develop a personalised financial plan and provide ongoing support to help you achieve your objectives. Regular reviews will be conducted to ensure your plan remains aligned with your changing needs.
What should I expect during my first meeting with Gerald Lilkendey?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. This is an opportunity for Gerald to understand your needs and determine how he can best assist you in achieving your financial objectives. It's a no-obligation meeting where you can get to know Gerald and learn more about his services.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.