Financial Adviser
· MANLY VALE, NSW
Gerard Patrick Homan
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001247401
Gerard Patrick Homan is a financial adviser based in Manly Vale, New South Wales, with 19 years of experience in the financial services industry. Gerard is currently authorised under Ri Advice Group Pty Ltd. Gerard holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Industrial Design from University of Canberra.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Industrial Design
University of Canberra
2008
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2017
Advanced Diploma of Financial Planning
Mentor Education
2017
Self Managed Superannuation Funds
Kaplan Professional Education
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only.
NEXTGEN FINANCIAL GROUP PTY LTD
Excluding Standard Margin Lending
MAGNITUDE GROUP PTY LTD
Source: ASIC Financial Advisers Register