Financial Planner @ NSW Office of the Protective Commissioner
Finance Officer @ Public Trustee
James Gerrard's Education
Deakin University
Doctor of Business Administration (Business Administration and Management, General)
2010 - 2023
Deakin University
Masters of Business Administration
2007 - 2009
Financial Planning Association of Australia
Certified Financial Planner (Financial Planning)
2007 - 2008
Macquarie University
Bachelor of Applied Finance
2001 - 2005
St Pauls Grammar School
International Baccalaureate (High School)
1991 - 2000
James Gerrard's Skills
Estate Planning
Financial Advisory
Financial Planners
Pensions
Insurance
Retirement Planning
Financial Planning
Wealth Management Services
Portfolio Management
Tax
James Gerrard's Summary
James Gerrard, based in Sydney, New South Wales, Australia, is currently a Co-Founder, Head of Strategy and Enablement at Coincurrent, bringing experience from previous roles at FinancialAdvisor.com.au, The Australian, PSK Financial Services and Godfrey Pembroke Financial Consultants. James Gerrard holds a 2010 - 2023 Doctor of Business Administration in Business Administration and Management, General @ Deakin University. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planners, Pensions, Insurance and more, James Gerrard contributes valuable insights to the industry. James Gerrard has 1 email and 1 mobile phone number on RocketReach.