Introducing
Gerard Wilkes
Founder & Chartered Accountant
A Legacy of Trust and Expertise
Gerard Wilkes has been at the heart of our firm since its beginnings. Entering the accounting profession in 1967, Gerard became a Chartered Accountant in 1972 and was admitted as a Fellow of the Institute of Chartered Accountants in 1981. In 1977, he established his own private practice, laying the foundations for what has grown into a respected, family-owned Gold Coast business.
Over the decades, Gerard has developed extensive knowledge across taxation, investment, business advisory, and superannuation. What sets him apart is his ability to combine technical expertise with a down-to-earth, practical approach that clients trust and value.
A Passion for Wealth Creation
One of Gerard’s greatest interests has been helping clients create long-term wealth through superannuation and direct share investments. His strategies have helped countless families and businesses achieve financial security and realise their goals. Gerard has always believed that financial advice should not only be professional but also personal, delivered in a way that clients can understand and apply confidently.
Qualifications & Professional Affiliations
- Graduate Diploma in Applied Finance and Investment
- Chartered Accountant (Fellow, Institute of Chartered Accountants)
- CA Financial Planning Specialist
- Registered Tax Agent
- Commissioner for Declarations (C Dec)
- Member – National Tax Agents and Accountants Association (NTAA)
- Member – Self Managed Superannuation Professionals of Australia (SPAA)
Continuing Influence
Gerard’s vision, values, and dedication to excellence remain central to the culture of Wilkes. His legacy continues not only through the firm he built but also through the next generation of family and professionals who carry forward his commitment to client care and trusted advice. For nearly five decades, Gerard has been more than an accountant, he’s been a partner in helping clients grow, protect, and enjoy their wealth.
