Senior Wealth Management Adviser
Current
Jan 2021 - Present
AeroLeads people directory · profile
Gerard Shortall Email & Phone Number
Senior Wealth Management Adviser
at
Fisher Funds
1 work email found
@fisherfunds.co.nz
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Wealth Management Adviser
Location
New Zealand, New Zealand, New Zealand
Company size
Who is Gerard Shortall? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Gerard Shortall is listed as Senior Wealth Management Adviser at Fisher Funds, a company with 39 employees, based in New Zealand, New Zealand, New Zealand. AeroLeads shows a work email signal at fisherfunds.co.nz and a matched LinkedIn profile for Gerard Shortall.
Gerard Shortall previously worked as Investment Adviser at Grange Investment Advice and Authorised Financial Adviser at Spicers Portfolio Management. Gerard Shortall studied at Francis Douglas Memorial College.
Company email context
Email format at Fisher Funds
This section adds company-level context without repeating Gerard Shortall's masked contact details.
{first}.{last}@fisherfunds.co.nz
89% confidence
AeroLeads found 1 current-domain work email signal for Gerard Shortall. Compare company email patterns before reaching out.
Profile bio
About Gerard Shortall
My aim is for every client to enjoy peace of mind with respect to their financial situation. I like to build strong long term relationships to help my clients plan their finances so they can get the best out of life. I focus on being friendly and open and putting financial matters into simple everyday language. Above all I listen to their issues and concerns and combine over 18 years of technical financial planning and investment experience to put a plan together and help them stay on track.
Listed skills include Investment Advisory, Wealth Management, Retirement Planning, Portfolio Management, and 14 others.
Current workplace
Gerard Shortall's current company
Company context helps verify the profile and gives searchers a useful next step.
Fisher Funds
3 roles
Gerard Shortall work experience
A career timeline built from the work history available for this profile.
Investment Adviser
I am an experienced Authorised Financial Adviser (AFA) providing independent investment advice throughout the Hawke's Bay. I have no ties to any product providers nor am I incentivised to sell any product. I am formally authorised by the Financial Markets Authority (FMA) to practice as an Authorised Financial Adviser (AFA). Under the Financial Advisers Act.
Aug 2019 - Dec 2020
Authorised Financial Adviser
I joined Spicers as a Financial Adviser in 1998 and it has been especially rewarding to have worked with many of my clients for that whole period. My approach has been successful for my clients and I am also proud to have been a multiple winner of the Spicers ‘Adviser of the Year’ award, presented by Spicers Management to the Adviser who best combines good.
Jan 1998 - Jul 2017
Team & coworkers
Colleagues at Fisher Funds
Other employees you can reach at fisherfunds.co.nz. View company contacts for 39 employees →
SF
Sarah Fenton
Colleague at Fisher FundsAuckland, New Zealand, New Zealand
View →
WS
Will Stitt
Colleague at Fisher FundsAuckland, Auckland, New Zealand, New Zealand
View →
KC
Katherine Cornish
Colleague at Fisher FundsNew Zealand, New Zealand
View →
BW
Benjamin Wilton
Colleague at Fisher FundsWellington, Wellington, New Zealand, New Zealand
View →
SW
Sam Wijtkamp
Colleague at Fisher FundsAuckland, Auckland, New Zealand, New Zealand
View →
WP
William Potter
Colleague at Fisher FundsAuckland, Auckland, New Zealand, New Zealand
View →
BL
Ben Littlewood
Colleague at Fisher FundsAuckland, Auckland, New Zealand, New Zealand
View →
GT
Gianni Thapliyal
Colleague at Fisher FundsAuckland, Auckland, New Zealand, New Zealand
View →
NO
Nick O'Connor
Colleague at Fisher FundsWellington, Wellington, New Zealand, New Zealand
View →
RC
Robyn Conway
Colleague at Fisher FundsAuckland, Auckland, New Zealand, New Zealand
View →
Sarah Fenton
Colleague at Fisher FundsAuckland, New Zealand, New Zealand
View →
WS
Will Stitt
Colleague at Fisher FundsAuckland, Auckland, New Zealand, New Zealand
View →
KC
Katherine Cornish
Colleague at Fisher FundsNew Zealand, New Zealand
View →
BW
Benjamin Wilton
Colleague at Fisher FundsWellington, Wellington, New Zealand, New Zealand
View →
SW
Sam Wijtkamp
Colleague at Fisher FundsAuckland, Auckland, New Zealand, New Zealand
View →
WP
William Potter
Colleague at Fisher FundsAuckland, Auckland, New Zealand, New Zealand
View →
BL
Ben Littlewood
Colleague at Fisher FundsAuckland, Auckland, New Zealand, New Zealand
View →
GT
Gianni Thapliyal
Colleague at Fisher FundsAuckland, Auckland, New Zealand, New Zealand
View →
NO
Nick O'Connor
Colleague at Fisher FundsWellington, Wellington, New Zealand, New Zealand
View →
RC
Robyn Conway
Colleague at Fisher FundsAuckland, Auckland, New Zealand, New Zealand
View →
2 education records
Gerard Shortall education
Education record
Francis Douglas Memorial College
Business, Management, Marketing, And Related Support Services
FAQ
Frequently asked questions about Gerard Shortall
Quick answers generated from the profile data available on this page.
What company does Gerard Shortall work for?
Gerard Shortall works for Fisher Funds.
What is Gerard Shortall's role at Fisher Funds?
Gerard Shortall is listed as Senior Wealth Management Adviser at Fisher Funds.
What is Gerard Shortall's email address?
AeroLeads has found 1 work email signal at @fisherfunds.co.nz for Gerard Shortall at Fisher Funds.
Where is Gerard Shortall based?
Gerard Shortall is based in New Zealand, New Zealand, New Zealand while working with Fisher Funds.
What companies has Gerard Shortall worked for?
Gerard Shortall has worked for Fisher Funds, Grange Investment Advice, and Spicers Portfolio Management.
Who are Gerard Shortall's colleagues at Fisher Funds?
Gerard Shortall's colleagues at Fisher Funds include Sarah Fenton, Will Stitt, Katherine Cornish, Benjamin Wilton, and Sam Wijtkamp.
How can I contact Gerard Shortall?
You can use AeroLeads to view verified contact signals for Gerard Shortall at Fisher Funds, including work email, phone, and LinkedIn data when available.
What schools did Gerard Shortall attend?
Gerard Shortall studied at Francis Douglas Memorial College.
What skills is Gerard Shortall known for?
Gerard Shortall is listed with skills including Investment Advisory, Wealth Management, Retirement Planning, Portfolio Management, Pensions, Strategic Financial Planning, Investments, and Investment Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Gerard Shortall you were looking for.
Gerard Shortall
1 email domain