Gerard Roche

Client Administrator

At work

Gerard is a Client Administrator within bdhSterling’s Pension Transfer team, providing administrative and client support throughout the advice process. Working closely with advisers, pension providers and clients, he helps coordinate information requests, ensure documentation is completed accurately, and support the smooth progression of each case through the advice process.

Originally from Australia, Gerard previously worked for both the Commonwealth Bank of Australia and National Australia Bank. Here he supported customers across branch and telephone banking services. These roles enabled him to develop strong communication, customer service and problem-solving skills. He has also gained experience across a range of industries, including manufacturing, hospitality, oil and gas, and a family-run agricultural distribution business, giving him a broad perspective and practical, client-focused approach.

Gerard holds a Bachelor of Commerce (BCom) from the University of Melbourne.

Outside of work, Gerard is a passionate Australian Rules Football fan and proudly supports the Western Bulldogs. Before relocating to the UK, he spent two years living in Canada, where he took every opportunity to get out on the slopes and develop a love for snowboarding.

Google Reviews
Tim Phillips
Although I have a financial services background, transferring pension assets from the UK to Australia is specialist work, and needs doing 100% right first time.The BDH guys over-delivered with a lot of knowledge, experience and professionalism, which in turn gave me the peace of mind I needed throughout this process.I have absolutely no hesitation in recommending them. BDH exceeded my own high expectations.
Jojo Baxas
They were so responsive and answered all my (sometimes silly) questions. When the pandemic struck and lockdown ensued, they were business as usual and my payment was issued right in the middle of all of that. I have nothing but positives.
Wendy Stone
A service second to none. Friendly, professional and client focused at all times, and more than willing to go the extra mile to ensure customer satisfaction.
Prash Naik
I would highly recommend bdhSterling for high quality and professional advice. They advised me in the UK and Australia and were invaluable.
Shiranth Fernando
For the last three years, I have used bdhSterling to look after my UK pension while waiting to transfer it to Australia. I have found the investment recommendations and advice to be excellent. Communication is effective and financial transactions are undertaken efficiently. Definitely a five-star company.
Bob Crosby
Been with them since 1999 and am yet to find anyone more knowledgeable and helpful. Returns have always been ahead of market averages at a very reasonable price. Fair and open with great staff.

Spotlight questions

What's your best tip for anyone moving to Australia?

Embrace the outdoor lifestyle as much as possible. Whether it's enjoying the beaches, exploring national parks, or attending sporting events, getting involved in local activities is one of the best ways to settle in and make connections.

What's the best thing about living in Australia?

The combination of year-round sunshine, beautiful beaches, and a fantastic coffee culture is hard to beat.

What's the best thing about living in the UK?

I love the sense of history, community, and the character you can find in local towns and villages. There's also nothing quite like a welcoming local pub.

What do you miss about living in Australia?

Watching AFL matches live in front of a packed crowd. The atmosphere, passion of the supporters, and sense of occasion make it a uniquely Australian experience that I still miss.

What gives you the most satisfaction at work?

Helping clients progress towards their financial goals and seeing a case successfully completed. It's rewarding to know that the work we do behind the scenes contributes to positive outcomes and gives clients confidence in their financial future.

What's the best thing about working for bdhSterling?

The people. I enjoy working alongside supportive colleagues who are committed to delivering excellent outcomes for clients. The collaborative environment and strong focus on client service make bdhSterling a great place to work.

bdhSterling
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.