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Michael Jerard Cfp® Email & Phone Number

Financial Adviser at PictureWealth
Location: Capel Sound, Victoria, Australia 12 work roles 4 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
PictureWealth
Role
Financial Adviser
Location
Capel Sound, Victoria, Australia
Company size
21 employees

Who is Michael Jerard Cfp®? Overview

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Quick answer

Michael Jerard Cfp® is listed as Financial Adviser at PictureWealth, a company with 21 employees, based in Capel Sound, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Michael Jerard Cfp®.

Michael Jerard Cfp® previously worked as Financial Adviser at Superannuation Advice Australia and Financial Planner at Finwell Group Pty Ltd. Michael Jerard Cfp® holds Commerce, Accounting, Marketing & Commercial Law from The University Of Melbourne.

Company email context

Email format at PictureWealth

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PictureWealth

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Profile bio

About Michael Jerard Cfp®

CERTIFIED FINANCIAL PLANNER®Able to build rapport with clients.Able to analyse and solve problems.Discretion when dealing with confidential information.Professional & Ethical.Able to identify needs of individual clients.Very good communication skills & high-level organisational skills.RG146 Compliant.FASEA Compliant.

Current workplace

Michael Jerard Cfp®'s current company

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PictureWealth
Picturewealth
Financial Adviser
east perth, western australia, australia
Website
picturewealth.com
Employees
21
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Company profile
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12 roles

Michael Jerard Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Adviser

Current
Picturewealth

Victoria, Australia

Sep 2024 - Present

Para-Planner

Michael Jerard

Mount Martha, Victoria, Australia

Freelance paraplanning assistance to Advisers all over Australia.

Jan 2020 - Nov 2020

Financial Adviser

Australian Financial & Insurance Services Ltd Pty

Mornington Peninsula

Nov 2019 - Jan 2020

Para-Planner/Consultant

Allied Financial Services

Beaumaris, Victoria, Australia

Mar 2019 - Dec 2019

Financial Services Professional

Self-Employed

Mornington Peninsula

Oct 2018 - Mar 2019

Senior Paraplanner & Para-Planning Team Leader

Hero360

Clayton Victoria

  • Prepare quality, highly personalised, timely Statements of Advice.
  • Compliance pre-vet of SOA's prior to presentation.
  • Maintain technical skills and knowledge.
Oct 2017 - Oct 2018

Private Client Adviser

Charlwoods Financial Solutions

Dandenong

  • Prepare quality, highly personalised, timely Statements of Advice and Records of Further Advice.
  • Attend client meetings as required in order to build an ongoing trusted relationship with clients.
  • Ensure all aspects of compliance are met satisfactorily.
  • Comprehensive knowledge and use of financial planning software (COIN).
  • Administration tasks connected with the implementation of all recommendations.
  • Prepare Investment Review documentation.
Apr 2015 - Sep 2017

Financial Planner

Eclipse Financial Management

Mornington

  • Review existing clients & transition to new platforms (sales focus).
  • Write Risk insurance business.
  • Meet with new clients.
  • Help manage the business.
  • Manage Investment Portfolio Managers (Selection & Meet)
  • Liaise with Administration team for implementation of all recommendations.
May 2011 - Nov 2013

Authorised Rep & Paraplanner

South Yarra Financial Services

South Yarra And Mornington

  • Key Responsibilities and Achievements:
  • Prepare quality, highly personalised, timely Statements of Advice, Reviews and Records of Further Advice, at times incorporating modelling of strategies and scenarios.
  • Attend client meetings as required in order to build an ongoing trusted relationship with clients.
  • Ensure all aspects of compliance are met satisfactorily.
  • Comprehensive knowledge and use of financial planning software (XPlan).
  • Responsibility for SOA template & Strategy Library maintenance.
Apr 2006 - Jun 2010

Authorised Rep

Readycare Risk Management Pty Ltd
  • Key Responsibilities and Achievements:
  • Needs Analysis.
  • Risk Insurance Quoting.
  • Interviewing clients for the completion of the Personal Statement.
  • Write & compile Risk Only Statements of Advice.
  • All related paperwork for the application of Risk Insurance Products.
Mar 2006 - Jul 2006
Team & coworkers

Colleagues at PictureWealth

Other employees you can reach at picturewealth.com. View company contacts for 21 employees →

VL Vidya L. Vidya L. Colleague at PicturewealthPerth, Western Australia, Australia, Australia View → DR Diogo Rodrigues Diogo Rodrigues Colleague at PicturewealthGold Coast, Queensland, Australia, Australia View → TC Tony Carboon Tony Carboon Colleague at PicturewealthTamborine Mountain, Queensland, Australia, Australia View → BG Brody George Brody George Colleague at PicturewealthPerth, Western Australia, Australia, Australia View → BJ Brendan Jordan Brendan Jordan Colleague at PicturewealthAustralia, Australia View → KP Katie Porter Katie Porter Colleague at PicturewealthBroadbeach, Queensland, Australia, Australia View → LC Leila Craig Leila Craig Colleague at PicturewealthGreater Perth Area, Australia View → MP Morrigan Priscott Morrigan Priscott Colleague at PicturewealthBroadbeach, Queensland, Australia, Australia View → KN Krisna Ngetis Krisna Ngetis Colleague at PicturewealthGreater Brisbane Area, Australia View → KH Kristelle Harris Kristelle Harris Colleague at PicturewealthBeachlands, Western Australia, Australia, Australia View →
4 education records

Michael Jerard Cfp® education

Commerce, Accounting, Marketing & Commercial Law

The University Of Melbourne

Bachelor of Commerce Degree majoring in Accounting and Commercial Law.

Certified Financial Planner® Designation, Cfp1, 2 & 3 - Pass And Cfp4 - Credit

Financial Planning Association Of Australia

Advanced Diploma Of Financial Services (Financial Planning), Financial Planning

Kaplan Professional Education

Ethics & Professionalism In Financial Advice, Credit

Kaplan Professional

FASEA Bridging Course

FAQ

Frequently asked questions about Michael Jerard Cfp®

Quick answers generated from the profile data available on this page.

What company does Michael Jerard Cfp® work for?

Michael Jerard Cfp® works for PictureWealth.

What is Michael Jerard Cfp®'s role at PictureWealth?

Michael Jerard Cfp® is listed as Financial Adviser at PictureWealth.

Where is Michael Jerard Cfp® based?

Michael Jerard Cfp® is based in Capel Sound, Victoria, Australia while working with PictureWealth.

What companies has Michael Jerard Cfp® worked for?

Michael Jerard Cfp® has worked for Picturewealth, Superannuation Advice Australia, Finwell Group Pty Ltd, Michael Jerard, and Australian Financial & Insurance Services Ltd Pty.

Who are Michael Jerard Cfp®'s colleagues at PictureWealth?

Michael Jerard Cfp®'s colleagues at PictureWealth include Vidya L., Diogo Rodrigues, Tony Carboon, Brody George, and Brendan Jordan.

How can I contact Michael Jerard Cfp®?

You can use AeroLeads to view verified contact signals for Michael Jerard Cfp® at PictureWealth, including work email, phone, and LinkedIn data when available.

What schools did Michael Jerard Cfp® attend?

Michael Jerard Cfp® holds Commerce, Accounting, Marketing & Commercial Law from The University Of Melbourne.

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