Gerard is a trusted adviser with Leading Advice who is passionate about working with people to develop appropriate wealth creation strategies which may include tax minimisation, wealth protection, superannuation, retirement, or estate planning. Gerard holds the Fellow Chartered Financial Practitioner (FChFP), the Advanced Diploma of Financial Planning, is an accredited Self Managed Super Fund adviser.. He is a member of the Association of Financial Advisers (AFA) and is professionally licensed through Millennium3 Financial Services Pty Ltd (AFSL No. 244252). Gerard is married with two daughters, a Waratahs supporter, Bulldogs supporter and enjoys playing golf although should probably stick to spectator sports.
Not institutionally aligned