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Sydney Financial Advisor & Financial Planner - James Gerrard

First consultation obligation and cost free. Maximise opportunities and minimise tax with Sydney's Award Winning Certified Financial Planner, James Gerrard. Get the best advice.

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Our firm has been a part of the community for over 70 years, and we pride ourselves on providing highly customized financial advice and wealth management services for our clients. While managing your assets as a fiduciary, we take our role very seriously. Our highly qualified team includes two Certified Financial Planners and a Chartered Financial Analyst. We offer a full range of financial products, including tailor-made portfolios, mutual funds, stocks, bonds, annuities, life insurance, 529 Plans, 401(k) Plans, 403(b) plans, SIMPLE IRA plans, long-term care insurance, and more. We do much more than manage our clients’ money. We help them build a path to financial success and realize of their life goals through ongoing education and behavioral coaching. asset protection consultant, capital asset protection



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KNOWLEDGE IS MONEYWealth Advisor. VOLUNTARIST. ENTREPRENEUR.Hi my name is Tim Picciott CFP®. I’m a Certified Financial Planner (TM), Austrian Economics Nerd, Cryptocurrency and Bitcoin Enthusiast, Multiple Time Ironman triathlon finisher, and someone you can count on. Work With An Advisor That Gets It! SCHEDULE HERE WEALTH MANAGEMENTTired of your Financial Advisor not knowing how the […]


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