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Gerald Balancy

Cambridge Financial Solutions 0416882... Contact

About Me

Financial Planner since 2005. Very broad knowledge of financial advice and financial services.

Areas of Focus

  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 19 Years
  • Licensed By
    Licensed By Boston Reed Pty Ltd

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  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

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