Gerry comes to FinSec as a recognised personal risk specialist. Over the last 25 years, Gerry has provided risk advice to hundreds of professional business owners, retirees and high net worth individuals.
Gerry commenced his financial services career in 1994, having previously operated his own retail shop, providing him with both first-hand experience and an invaluable background in personal protection services.
Gerry’s extensive credentials include the Life Risk Specialist® designation through the Financial Planning Association of Australia and an Advanced Diploma of Financial Services.
Gerry’s passion and the importance he places on professionalism is evident in all his advice and client relationships.
Gerry enjoys travel, golf, cooking and soccer and is well known for being a ‘one-eyed eagle’ supporter of his beloved Adelaide United.
“A firm that puts the client at the centre of all we do.”
A word from Gerry:
“Personal risk advice is a specialist area of advice. The wrong structuring, solutions and or terms can be significant. For this reason, we invest in specialist capability to support our adviser group and to ensure that comprehensive wealth protection strategies are available to families, individuals and businesses.
It is important to understand that wealth protection is just as essential as wealth creation.“