Alan Marsh

Alan Marsh

About Me

Most of us don’t have enough time to spend on the things that are really important to us, yet most people either ignore their personal wealth management or try to work out how to do it themselves. Professional financial advice will ensure you make smart decisions about money and give you more time to spend on the people and things you love. Adhering to the highest business ethics by delivering the highest possible quality financial advice for a professional fee, Geof specialises in investment, superannuation and retirement planning, SMSFs and international pension transfers. He is a practitioner member of the Financial Advice Association of Australia and a member of the Institute of Managers and Leaders.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 41 Years
  • Licensed By
    Licensed By Avalonfs Pty Ltd