James Gerrard Email & Phone Number
Wealth Columnist @ The Australian
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James Gerrard Location
- Sydney, NSW, AU
James Gerrard Work
- 2025 -now Panel Member @
- 2015 -now Director | Financial Advisor @
- 2011 -now Wealth Columnist @
- 2010 -2015 Partner | Financial Adviser @
- 2006 -2010 Senior Financial Planner @
- 2004 -2006 Financial Planner @ NSW Office of the Protective Commissioner
- 2001 -2004 Finance Officer @ Public Trustee
James Gerrard Education
- Torrens University Australia
Doctor of Business Leadership (Organizational Leadership)
2024-2028 - 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 Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Pensions
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Tax
- Superannuation
- Investments
- Finance
- Self Managed Superannuation Funds Smsf
- Managed Funds
- Investment Advisory
- Income Protection
- Asset Allocation
- Strategy
- Financial Services
- Equities
- Wealth Management
- SMSF
- Strategic Financial Planning
- Investment Strategies
- Wealth Accumulation
- Certified Financial Planner
- Holistic Financial Planning
- Wealth
- Personal Finance
- Retirement
- Self Managed Superannuation Funds
James Gerrard Summary
- James Gerrard, based in Sydney, NSW, AU, is currently a Wealth Columnist at The Australian. James Gerrard brings experience from previous roles at Australian Financial Complaints Authority, FinancialAdvisor.com.au, PSK Financial Services and Godfrey Pembroke Financial Consultants. James Gerrard holds a 2024 - 2028 Doctor of Business Leadership in Organizational Leadership @ Torrens University Australia. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planners, Pensions, Insurance and more. James Gerrard has 2 emails and 1 mobile phone numbers on RocketReach.
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James Gerrard
Store Manager
Sydney, NSW, AU
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