Gerard Shortall Email & Phone Number

Wellington, New Zealand

Gisborne & Hawkes Bay, New Zealand

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 (2008), only AFA’s are qualified to give comprehensive financial advice to ensure that a high level of competency is maintained within the industry. I am a member of Consilium NZ Limited (www.consilium.co.nz). Consilium works with Financial Advisers and provides both high quality research to support investment decisions, as well as the administrative platform to manage these investments. Consilium is one of only a few New Zealand companies who have been accredited by the Centre for Fiduciary Excellence, an international accreditation organisation for investment advisers, thereby achieving global best practice standards (www.cefex.org). I chose to work with Consilium because it aligns closely with my principles and supports high quality investment advice where:- Minimising costs is critical- The focus is only on highly liquid, highly diversified and high-quality investments- Portfolios are actively managed towards academically proven sources of high expected returns- Expensive tactical trading strategies are avoided I will assist you to plan and implement a personalised investment solution tailored to suit your individual situation and objectives.I am a graduate of Auckland University, and a member of the Estate and Taxation Planning Council of New Zealand.

Auckland, New Zealand

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 interpersonal skills and outstanding clientcare with top technical skills and high quality advice.

Education record

Business, Management, Marketing, And Related Support Services

Graduate Diploma in Business