• Award Winning Financial Advice

    Award Winning Financial Advice

    Don't settle for less...

  • Clarity, Empathy, Value

    Wealth Accumulation Planning

    We understand what is important to you...

  • Help you Plan for Tomorrow

    Help you Plan for Tomorrow

    Structure, Guidance, Advice...

 

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, 2026 - Capital Gains Tax (CGT) Changes in Property: What Investors Should Know
    Capital Gains Tax (CGT) remains one of the most important tax considerations for property investors in Australia. Over the past few decades, several reforms have reshaped how property profits are taxed, and ongoing policy discussions suggest further changes could occur in the future. For investors, understanding how CGT works—and how potential changes may impact property more »


  • March 8, 2026 - Oil Turbulence and Financial Markets: Why Energy Prices Still Drive Global Stocks
    Oil remains one of the most influential commodities in the global economy. When prices swing sharply—whether due to war, supply shocks, or geopolitical tensions—the effects ripple across inflation, interest rates, corporate profits, and ultimately the stock market. Understanding this relationship is crucial for investors navigating uncertain markets. Recent geopolitical tensions in the Middle East have more »


  • February 8, 2026 - Base Metals Outlook 2026: What Current Market Signals Mean for Investors
    Base metals have re-entered the spotlight in early 2026, driven by a mix of supply constraints, energy-transition demand and shifting global economic expectations. While prices rallied strongly in late 2025 and early 2026, current market commentary suggests a more measured outlook ahead, optimistic, but not euphoric. For investors, understanding what is driving base metals, and more »


  • February 8, 2026 - One Size Doesn’t Fit All: Choosing the Right Financial Advice at Every Life Stage
    When it comes to financial advice, timing matters just as much as strategy. The advice that serves you well in your 20s can be completely wrong for you in your 40s  and potentially harmful as you approach retirement. Your income, responsibilities, risk tolerance and priorities all evolve over time. The role of good financial advice 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