Jerry appreciates how important people’s retirement goals are, particularly having experienced the Global Financial Crisis and addressing his clients concerns throughout. Jerry has over 15 years’ experience in Financial Planning, learning the ropes through administrative roles before transitioning to a Financial Planner in 2008, specialising in retirement planning, superannuation, investments, and wealth protection strategies. Jerry enjoys educating and coaching people to improve their financial position and achieve their lifestyle goals. Jerry holds a Bachelor of Business and holds a Diploma and Advanced Diploma of Financial Planning, with an accreditation in Self-Managed Super Funds.
Away from work Jerry enjoys a diverse range of foods, travelling, watching movies and catching up with family and friends. On the weekends he is usually watching or playing basketball and soccer with his sons.Back to team