Financial Adviser
· SYDNEY, NSW
James Alexander Gerrard
No disciplinary history on record with ASIC
SYDNEY,
NSW
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000303966
About James Alexander Gerrard
James Alexander Gerrard is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry since 2006. James is currently authorised under Australian Financial Advisory Group. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James's qualifications include a Master of Business Administration from Deakin University. James is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
Financial Planning Association of Australia
2006
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2007
Bachelor of Applied Finance
Macquarie University
2010
Master of Business Administration
Deakin University
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
GPL (VIC) PTY LTD
Source: ASIC Financial Advisers Register