Gerald Balancy

About Gerald Balancy

Mortgage Broker Gerald Balancy is the Managing Director of Cambridge Financial Solutions, a financial advisory firm he established in 1999. With 26 years of experience as both a Mortgage Broker and Financial Planner, Gerald holds his own Australian Credit Licence and operates as a Senior Tax Financial Adviser and Financial Planner under a corporate authorised Australian Financial Services Licence.

Prior to his career in mortgage broking and financial planning, Gerald worked as an investment banker in Asia, bringing a depth of international finance experience that continues to inform his approach to client advisory services.

Gerald is also a private credit specialist with a focus on development construction funding, structuring deals ranging from $2 million to $150 million. This positions him as a sought-after adviser for property developers and investors navigating complex funding requirements.

At Cambridge Financial Solutions, Gerald leads a team of qualified financial consultants and planners with a commitment to personalised, unbiased, and effective financial advice. His approach centres on long-lasting client relationships, education, and tailored solutions designed to help individuals, families and companies achieve financial freedom and security.