Gerard O'Connor is a Senior Adviser with over 25 years of experience supporting ultra-high net worth (U/HNW) investors and their families. Currently at JBWere since 1998, Gerard specializes in wealth strategy, investment management, and philanthropic goals, collaborating closely with family business owners and investment committees of various organizations. Gerard holds a Graduate Diploma of Applied Finance and Investment from FINSIA, a Bachelor of Economics with a Finance major from Macquarie University, and is a Certified Financial Planner (CFP) from the Financial Advice Association Australia (FAAA).
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