Free Consultation
Choosing the right financial planner is extremely important. The difference in financial benefits could be substantial and the peace of mind priceless.
Make an obligation free appointment with James Gerrard who is a Sydney based Financial Advisor to find out how financial advice can benefit you.
Whether it be retirement planning, wealth accumulation, budgeting better or a holistic review of your situation, take the first take with an obligation free meeting with a Certified Financial Planner in our Sydney CBD financial planning practice.
Call us on (02) 9324 8854 or e-mail james@psk.com.au
About Us
James Gerrard is a Certified Financial Planner (CFP) 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 regularly quoted in the media and also writes financial advisory articles for The Australian newspaper.
As a financial advisor in Sydney, James is one of the best. Book a meeting today.
Contact us on (02) 9324 8854 or by e-mail james@psk.com.au
How We Can Help
We specialise in providing professional financial advice and peace of mind to individuals, couples and families.
Without the right structure, guidance and advice, people tend to ‘drift’ through life and usually do not make optimal financial decisions. Our clients have busy lives so they entrust us to provide them with timely and pro-active financial advice.
We measure our success on our ability to help take the stress out of your finances so that you can focus on enjoying life and the things important to you.
Deal with someone you can trust and do not settle for anything less, your financial future is too important.
James Gerrard is an Authorised Representative of Charter Financial Planning Limited
ABN 35 002 976 294 AFS Licence No. 234665
Registered Office: AXA Australia Centre, 447 Collins Street, Melbourne, Vic 3000