Director – Financial Planning
Gerard is one of the founding partners of the practice in Traralgon and has been dealing directly with clients’ finances since 1971. More recently he has been specialising in superannuation and retirement planning. Now working towards retirement. Gerard has experienced first hand what is required from a cash flow and time control point of view.
There is a lot to planning a retirement and your finances are only one part of the plan. Take the time to consider the benefits of planning for your future as soon as possible and talk to Gerard who is experiencing this transition to retirement, whilst specialising in the necessary taxation and centrelink laws.
In his spare time, Gerard enjoys fishing and getting into the garden.