- CERTIFIED FINANCIAL PLANNER®
- Bachelor of Commerce
- Diploma of Financial Planning
My goal is to ensure members achieve their future lifestyle and financial goals.
Geoffrey has been working as a financial planner since 2003.
Geoffrey is well placed to guide you towards realising a secure and rewarding financial future.
Geoffrey is authorised to provide you with advice (both general and personal) and deal in the following financial products:
- Deposit products
- Superannuation & Retirement Savings Accounts
- Life insurance, including investment and risk insurance products
- Managed investments (excluding Investor Directed Portfolio Services)
- Government debentures, stocks or bonds