James Gerrard is a seasoned financial professional with extensive experience in financial planning and wealth management. Currently serving as Director and Financial Advisor at FinancialAdvisor.com.au since March 2015, James also contributes as a Wealth Contributor for The Australian, providing insights on superannuation, property, and personal finance. Previous roles include Partner and Financial Adviser at PSK Financial Services and Senior Financial Planner at Godfrey Pembroke Financial Consultants. James's background encompasses holistic financial planning for various client demographics, including individuals with disabilities. Academic qualifications include a Bachelor of Applied Finance from Macquarie University, a Master of Business Administration from Deakin University, and current studies towards a Doctor of Business Leadership at Torrens University Australia. Additionally, James holds the Certified Financial Planner designation from the Financial Planning Association of Australia.
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Sydney, Australia
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