Senior Financial Planner
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Gerard is an experienced financial planner, having operated his own practice for twelve years and worked for boutique and large wealth management corporations in Toowoomba and Brisbane.
Prior to financial planning, he was a bank officer in the NT and transferred around Darwin, Jabiru and Alice Springs.
He has a Bachelor of Business and a Masters of Financial Planning.
His focus of advice has been primarily retirement planning, superannuation and investment planning but more recently has assisted senior citizens with advice related to moving into and funding the cost of fulltime aged care.
He can also provide advice on self-managed super funds, direct shares and risk protection.
Gerard enjoys getting out and about and provides advice to clients in the Toowoomba, Brisbane and Gold Coast regions.