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Sydney Financial Advisor & Financial Planner - James Gerrard

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James Gerrard is a Certified Financial Planner professional having practiced within the financial services industry in Sydney since 2001. He has been recognised as one of Australia's top 50 financial planners by the Australian Financial Review Smart Investor magazine. James is…. More info. Contact James Gerrard.

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In 2020 and 2021, Kate was named one of Australia's Top Financial Advisers in the list compiled annually by The Australian newspaper and US financial investment publication Barron's. Office - Level 9, 60 Carrington Street, Sydney.

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2018 Most Trusted Advisor. 2016, 2017 & 2018 GPS Wealth Practice of the Year finalist. 2018 GPS Wealth Award finalist. Contact: Guy Freeman - My Wealth Solutions. Phone: 02 5017 1001. Michelle Flanagan - The Wealth Designers. Michelle is a Certified Financial Planner® and has been in the industry for over 20 years.

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