In the Media

Awarded top 50 Financial Planner

Credited as a top 50 financial planner as announced by The Australian Financial Review's Smart Investor magazine in 2010

#23 in Wealth Professional Top 50 Financial Planners

James Gerrard has been named one of Australia’s top 50 financial advisers by Wealth Professional in 2012.

Top 10 Financial Planner in Sydney

Voted as being one of the top 10 financial planners in Sydney by online guide - Top 10 Financial Planner in 2013