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Gerard Faulkner Financial Services

Gerard Faulkner Financial Services

  • Investment & Wealth Management
  • Lucas, VIC

Company Overview

“We’ve gone to Gerard and Kim-Maree for our insurance needs for 15 years. We know they understand the specific risks facing retail businesses, and have helped us along the way with any claims. We appreciate the service and the peace of mind we have with Gerard Faulkner Financial Services.” Damian and Amanda Murrihy, Swish clothing Gerard Faulkner Financial Services was established in 2013 by Founder and Director Gerard Faulkner. Gerard originally started his career in banking, but was recruited into insurance by mentor (and later business partner) Alan Plummer, a renowned local insurance expert. Local heritage, national reach The head office is located in Ballarat, Victoria (where Gerard Faulkner is originally from), but the team has clients across a range of industries Australia-wide.

Services & Expertise

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Service Focus
  • Investment Advisory33%
  • Asset Allocation34%
  • Financial Planning33%
Service Area
VIC
100%

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