Gerald Mayfield
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 Mayfield is an ASIC-registered financial adviser dedicated to helping individuals and families in Newtown, VIC, achieve their financial goals. With a career spanning over three decades, Gerald brings a wealth of knowledge and experience to his clients. He holds a Bachelor of Business from Deakin University (1986) and is a proud member of CPA Australia (since 1990) and the Financial Advice Association of Australia (since 2004). Gerald successfully completed the Financial Adviser Exam under the FASEA Standards Authority in 2020, demonstrating his commitment to upholding the highest professional standards. As a fully authorized financial adviser, Gerald is equipped to provide expert guidance on a comprehensive range of financial products and services. He specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He is also authorized to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice and management • Comprehensive insurance planning • Wealth creation and investment strategies • Retirement planning and income streams • Tax-efficient investment solutions Ready to take control of your financial future? Contact Gerald Mayfield today for a personalized consultation and discover how he can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Gerald Mayfield offer?
Gerald Mayfield specialises in superannuation advice, insurance, wealth management, and retirement planning. He also provides guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Gerald Mayfield's qualifications and memberships?
Gerald Mayfield holds a Bachelor of Business from Deakin University, is a CPA member of CPA Australia, a member of the Financial Advice Association of Australia (FAAA), and a member of the National Tax and Accountants Association (NTAA).
How does Gerald Mayfield help with retirement planning?
Gerald Mayfield can help you develop a comprehensive retirement plan that considers your income needs, investment strategies, and risk tolerance, ensuring you have a comfortable and secure retirement.
What can I expect during my first consultation with Gerald Mayfield?
During your initial consultation, Gerald will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide you with an overview of how he can help you achieve your financial objectives.
Why should I choose Gerald Mayfield as my financial advisor?
Gerald Mayfield offers over three decades of experience, a strong commitment to professional development, and a personalised approach to financial planning. His qualifications, memberships, and comprehensive service offerings make him a trusted partner in achieving your financial goals.
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.