About Me

Geoff helps clients achieve their individual financial goals and objectives through strategic advice, forming close working relationships and providing solutions in an easy-to-understand manner.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 33 Years
  • Licensed By
    Licensed By Infocus Securities Australia Pty Ltd
  • Advice fees
    Advice Fees From $5,500
CERTIFIED FINANCIAL PLANNER®