Gerard Edward Casim
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001265743
- Location
- Sydney NSW 2000
- Licensee
- CFS Advice Services Pty Ltd (AFSL 564571)
- Authorised since
- 25 September 2025
- First provided advice
- 2018
- Qualifications
- Bachelor of Applied Finance with the degree of Bachelor of Economics, Macquarie University (2015); FNS50615 Diploma of Financial Planning, Kaplan Professional (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Graduate Diploma of Financial Planning, Kaplan Professional (2022)
- Advice areas
- superannuation
- Restriction
- CFSAS authorises the Adviser to provide personal advice, general advice, and deal in financial products in relation to superannuation and account-based pension.
- Tax (financial) advice
- Yes
- Register status
- Current
About Gerard Edward Casim
Gerard Edward Casim is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001265743.
Advice is given under the Australian financial services licence of CFS Advice Services Pty Ltd, licence number 564571. That authorisation dates from 25 September 2025.
The register records 2018 as the year Gerard first provided financial advice. Qualifications and training on file include Bachelor of Applied Finance with the degree of Bachelor of Economics (Macquarie University, 2015), FNS50615 Diploma of Financial Planning (Kaplan Professional, 2018) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2019).
The authorisation covers advice on superannuation. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “CFSAS authorises the Adviser to provide personal advice, general advice, and deal in financial products in relation to superannuation and account-based pension.”
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Questions people ask
Is Gerard Edward Casim a registered financial adviser?
Yes. Gerard Edward Casim is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001265743.
Which licensee does Gerard Edward Casim work under?
CFS Advice Services Pty Ltd, Australian financial services licence 564571.
What can Gerard Edward Casim give advice on?
The register lists these advice areas: superannuation. It also records this restriction: "CFSAS authorises the Adviser to provide personal advice, general advice, and deal in financial products in relation to superannuation and account-based pension."