James Gerrard

Financialadvisor.com.au

Bronze

18 Yrs Experience

Sydney, NSW 2000

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James Gerrard has been named one of Australia’s top 50 financial advisers by Wealth Professional. James has been ranked number 23rd in the country according a Wealth Professional analysis recently conducted. The award recognises dedication and hard work carried out by the top advisers named in the list.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Socially Responsible
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 August 2021

James has been excellent for my wife and I. We have used his services for a few years now and we have had great success with his advice. He is easily accessible for ad-hoc advice and thorough with his advice and explanation throughout. Highly recommend James.

5.00 December 2014

5.00 November 2014

5.00 October 2014

My husband and I feel very comfortable with James. We have recommended him to friends, who have also been pleased with this level of service and advice.

Adviser status Bronze
Rating 5.00
Number of reviews 4
First year providing advice 2006
Years of experience 18
Highest qualification
- Master of Business Administration
Language spoken
- English

Financialadvisor.com.au

Level 9, 99 York St
Sydney, NSW 2000

9:00am – 5:00pm Monday – Friday

Australian Financial Advisory Group Pty Ltd

AFSL 475300

James Gerrard

Financialadvisor.com.au

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Financialadvisor.com.au

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Australian Financial Advisory Group Pty Ltd