Financial Adviser · SYDNEY, NSW

Gerard Edward Casim

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001265743

Gerard Edward Casim is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Gerard is currently authorised under Cfs Advice Services Pty Ltd. Gerard holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Applied Finance with the degree of Bachelor of Economics from Macquarie University.

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: CFSAS authorises the Adviser to provide personal advice, general advice, and deal in financial products in relation to superannuation and account-based pension.

Authorised to provide tax financial advice services

Qualifications and Training

2015
Bachelor of Applied Finance with the degree of Bachelor of Economics
Macquarie University
2018
FNS50615 Diploma of Financial Planning
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Sep 2025 - Present Current
CFSAS authorises the Adviser to provide personal advice, general advice, and deal in financial products in relation to superannuation and account-based pension.
Apr 2019 - Aug 2025 Ceased
ADVISER NETWORK PTY LTD
Jul 2018 - Mar 2019 Ceased

Source: ASIC Financial Advisers Register