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Sydney's leading financial advisors and financial planners

 

Financial Planning Advice putting your best interest first

 

Award Winning Advice

FinancialAdvisor.com.au is operated by James Gerrard, named one of Australia’s top 50 financial advisers by Wealth Professional. James has been ranked number 23 Financial Planner in the country according a Wealth Professional analysis recently conducted. The award recognises dedication and hard work carried out by the top advisers named in the list. The article was published in Wealth Professional magazine (August 2012 edition).

Clarity, Empathy & Value

FinancialAdvisor.com.au specialises 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 so that they can make their money work harder for them.

Free Consultation

James Gerrard is one of Sydney’s leading Financial Advisors and is regularly quoted in the media on Financial Planning matters. James is also a regular writer for The Australian newspaper and appears on Sky Business News. If you would like to meet with a Financial Advisor you can trust, make an appointment to meet with James. First meeting at no cost.

James on Sky News - Diversifying into Shares



Recent Articles

  • March 8, 2025 - Navigating Financial Challenges Amid Rising Inflation and Interest Rates
    Australia is facing ongoing financial pressures due to rising inflation and interest rates, affecting households, businesses, and investors. Inflation peaked at 8.4% in December 2022, leading the Reserve Bank of Australia (RBA) to respond with twelve consecutive interest rate hikes, bringing the cash rate to 4.35% by November 2023—the highest level since 2011. While these more »


  • March 8, 2025 - The Impact of Consecutive Budget Surpluses on Australia’s Economic Landscape
    The Australian government has achieved back-to-back budget surpluses, marking a significant milestone in the nation’s fiscal management. In 2023, the government recorded a surplus of $22.1 billion, followed by a $9.3 billion surplus in 2024. These are the first consecutive surpluses since 2007–08, a development that carries substantial economic implications. Understanding the Surpluses A budget more »


  • February 9, 2025 - Investing in Miners in 2025: Opportunities and Risks
    The mining sector remains a cornerstone of the Australian economy, and 2025 presents both opportunities and risks for investors looking to capitalise on this industry. With strong global demand for critical minerals, ongoing technological advancements, and shifting economic conditions, investing in miners requires a strategic approach. Why Invest in Miners in 2025? 1. Strong Global more »


  • February 9, 2025 - Buying Property in 2025: A Guide for Australian Investors
    Buying property has long been a cornerstone of wealth creation in Australia. Whether you are a first-home buyer, an investor, or looking to upgrade, the property market in 2025 presents unique opportunities and challenges. With shifting economic conditions, evolving government policies, and changing buyer preferences, understanding the landscape is essential for making informed decisions. The more »


FinancialAdvisor.com.au is a corporate authorised representative of Australian Financial Advisory Group Pty Ltd ABN 97 600 785 797 AFS Licence No. 475300. Licensee address 9/99 York Street Sydney, NSW, 2000