Gerrie has been involved in the financial services industry as an accountant and financial planner for 4 years. As a qualified accountant, he has a sound understanding of tax legislation and wealth accumulation through tax effective strategies.
Gerrie has a holistic approach when it comes to financial strategies, which are built around his relationships with his clients and having a sound understanding of their goals and objectives. Financial strategies are tailored for each client and their unique circumstances.
As a financial planner and keen investor himself (having personal experience as a small business owner and property developer, through various business ventures and investments) Gerrie has developed a sound knowledge of investments, tax, wealth protection strategies and superannuation including self manager superannuation funds. His specialist skills are in the areas of Personal Superannuation, Investment Strategies, Wealth/Asset Protection and Taxation.
WHAT QUALIFICATIONS AND PRFESSIONAL MEMBERSHIPS DOES GERRIE HAVE?
Gerrie holds a Bachelor of Commerce in Accounting and is a member of CPA Australia.
He has also completed his Diploma in Financial Planning, Accredited Self Managed Superannuation Fund Adviser and is continuously undertaking specialised courses to further his financial planning knowledge base.