James Alexander Gerrard
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000303966
- Location
- Sydney NSW 2000
- Licensee
- Australian Financial Advisory Group Pty Ltd (AFSL 475300)
- Authorised since
- 13 May 2015
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Services (Financial Planning), Financial Planning Association of Australia (2005); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2006); Bachelor of Applied Finance, Macquarie University (2007); Master of Business Administration, Deakin University (2010)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About James Alexander Gerrard
James Alexander Gerrard is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000303966.
James provides advice as an authorised representative of Australian Financial Advisory Group Pty Ltd, which holds Australian financial services licence 475300. The current authorisation started on 13 May 2015.
According to the register, James first provided financial advice in 2006. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Financial Planning Association of Australia, 2005), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2006) and Bachelor of Applied Finance (Macquarie University, 2007). James is recorded as a member of Financial Advice Association of Australia (FAAA).
James is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is James Alexander Gerrard a registered financial adviser?
Yes. James Alexander Gerrard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000303966.
Which licensee does James Alexander Gerrard work under?
Australian Financial Advisory Group Pty Ltd, Australian financial services licence 475300.
What can James Alexander Gerrard give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.