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Geoff Jordan
CFP®
Private Client Adviser
I take a holistic approach to financial planning by considering wealth creation, estate planning, risk management, retirement planning and portfolio management to assist you in meeting your goals.
Geoff is a highly experienced and qualified financial planner with over 25 years experience in Financial Planning.
Investment Style
Working with clients one on one, Geoff is able to focus on strategies designed to increase and protect wealth while minimising tax. Geoff is skilled in developing investment portfolios founded on sensible growth strategies customised to suit each individual. Geoff specialises in superannuation retirement planning and life insurance risk strategies offering clients greater flexibility and control over their retirement assets and insurance.
Services and Specialties
Portfolio Administration
Superannuation Advice
Wealth Management
Personal Insurance
Stockbroking
Retirement and Estate Planning
Qualifications and Professional Affiliations
CERTIFIED FINANCIAL PLANNER®
Diploma of Financial Planning
Associations
No items found.
Competencies
Superannuation
Managed Investments
Generic
Financial Planning
Securities
Margin Lending
Life Insurance
I am employed by Forefront Future Pty Ltd which operates the business of Morgans Financial Limited - Townsville. My employer remunerates me by way of salary.
