Gerard Shortall

Gerard is an Authorised Financial Adviser (AFA) providing independent investment advice to clients from all backgrounds throughout the Hawke's Bay. He has over 20 years’ experience working for a large national investment advisory company where he was proud to have been a multiple winner of their ‘Adviser of the Year’ award, presented by management to the adviser who best combined good interpersonal skills and outstanding client care, high quality advice and results.

Gerard's focus is on building long term relationships to help clients plan their finances, so they can get the best out of life.

Independent

Gerard does not accept any payments or incentives from product providers or fund managers. Some financial advisers are closely aligned to, even employed by, the financial institutions that manage the funds offered to clients.  As an independent adviser partnering with Consilium, Gerard has a much higher level of independence, which means you can be confident that the investment solution is highly tailored to your circumstances.

Uses high quality research and investment analysis

Consilium provides innovative, globally recognised best practice systems and solutions to support the quality and reputation of financial advisers.

Consilium provide Gerard with the independent investment research and analysis that enable him to tailor an appropriate investment portfolio to match an individual's circumstances. They also provide services to support performance and tax reporting.

Experienced and authorised investment adviser

Gerard is 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. 

He is a graduate of Auckland University and a member of the Estate and Taxation Planning Council of New Zealand.

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