About

James Gerrard is a Certified Financial Planner having practiced within the industry since 2001. He currently sits on a Board Committee for the Financial Planning Association of Australia, has won industry awards and has been recognised by the Australian Financial Review's Smart Investor magazine as a top 50 Financial Planner in Australia in 2010. He has expertise in the areas of areas of wealth accumulation strategies, tax planning, retirement planning, expatriate advice, risk protection, estate planning, direct equities and gearing strategies.

James operates his practice within PSK Financial Services who are a prestigious Sydney based financial services practice, which has been in operation for over 30 years. PSK Financial Services are licenced through Charter Financial Planning and PSK advisers manage a total in excess of $1 billion dollars in assets for clients through a wide range of investments and administration platforms.

Choosing the right financial planner is one of the most important decisions that you will make in life. The difference in financial benefits could be substantial and the peace of mind priceless. To find out more about James and why he is the right choice for you, please contact us. When you are ready to take the next step, please contact us via e-mail or call. (more)