• Email us / info@financialadvisor.com.au
  • Call us / 1300 88 18 18

Sydney's leading financial advisors & financial planners.

Independently Owned Financial Planning Advice putting your best interest first.

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  • Email us / info@financialadvisor.com.au
  • Call us / 1300 88 18 18
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Written For The Australian – Ski Resort Investment Properties: An Uphill Slog.

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Written For The Australian – Ski Resort Investment Properties: An Uphill Slog.

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Our Testimonials
“We prides ourselves on treating clients as people, not as numbers.”

James Gerard  /  FinancialAdvisor.com.au

“We prides ourselves on treating clients as people, not as numbers.”

James Gerard  /  FinancialAdvisor.com.au

Financial life stages —

Discover how our financial advice caters and adapts to each of your financial life stages. Each stage of your life typically calls for investments and decisions tailored to different levels of risk and exposure.

35 — 44

I want a strategy for financial freedom.

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45 — 59

Am I on track to retire?

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60 +

Help me protect my capital & generate an income.

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How we can help —

Wealth Accumulation Planning
Insurances
Retirement Planning
Funds Management

Why we're different —

We prides ourselves on treating clients as people, not as numbers.

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Privately owned

Named one of Australia’s top 50 financial advisers by Wealth Professional. James has been ranked number 23 Financial Planner 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.

No stone unturned.

Named one of Australia’s top 50 financial advisers by Wealth Professional. James has been ranked number 23 Financial Planner in the country according a Wealth Professional analysis.

Our Team —

James Gerrard

Principal Advisor

James Gerrard

James Gerrard

James Gerrard

Award Winning Advice —

Named one of Australia’s top 50 financial advisers by Wealth Professional.

James has been ranked number 23 Financial Planner 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.

Credited as a top 50 financial planner as announced by The Australian Financial Review's Smart Investor magazine in 2010

Credited as a top 50 financial planner as announced by The Australian Financial Review's Smart Investor magazine in 2010

Credited as a top 50 financial planner as announced by The Australian Financial Review's Smart Investor magazine in 2010

  • Email us / info@financialadvisor.com.au
  • Call us / 1300 88 18 18

Corporate representative of Australian Financial Advisory Group Pty Ltd. ABN 97 600 785 797 AFS Licence No. 475300. Licensee address 3/49 York Street Sydney, NSW, 2000