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Sydney's leading financial advisors and financial planners

 

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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

  • October 9, 2023 - Reducing Land Tax by Investing Interstate
    Reducing land tax through interstate property investments can be a smart strategy for property investors. However, it’s essential to understand that each state in Australia has its own rules and regulations regarding land tax, and there’s no one-size-fits-all approach. Here are some steps and considerations to help you potentially reduce land tax through interstate property more »


  • October 9, 2023 - Reducing Capital Gains Tax on Share Transactions
    Capital gains tax (CGT) is an important consideration for investors in the stock market. When you sell shares for a profit, you may be subject to CGT. Fortunately, there are legal strategies that can help you reduce or minimize your capital gains tax liability. In this article, we’ll explore some smart strategies to manage your more »


  • October 9, 2023 - Investing in Oil ETFs on the ASX
    Investing in oil can be a lucrative endeavor for those looking to diversify their portfolios and capitalize on the energy sector’s potential. One of the easiest and most accessible ways to invest in oil is through Exchange-Traded Funds (ETFs). In this article, we’ll guide you through the process of investing in oil ETFs on the more »


  • September 9, 2023 - Rob’s Legacy: How He Securely Passed His Assets to His Two Children
    In the story of Rob, we find a heartwarming tale of careful planning and responsible decision-making in estate matters. Rob understood the importance of ensuring a smooth transition of his assets to his two beloved children upon his passing. In this narrative, we’ll explore how Rob achieved this through thoughtful estate planning. Rob’s Background: Rob 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