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Geoff Voller
Private Client Adviser
I concentrate on foundations for long term wealth creation. I advise share investments meeting client specifications, goals and risk tolerance levels. I aim to seek out value investment opportunities.
Geoff has an accounting and finance background and has had over 50 years experience dealing in shares. He has been a Private Client adviser since 1993. He assists with mentoring young advisers at Morgans to provide quality advice and customer service to clients. Geoff has been a long term shareholder in Morgans.
Investment Style
Geoff classes himself as a conservative portfolio builder concentrating on the foundations for long term wealth. He continually seeks out value investment opportunities and specialises in direct shares and property trusts and investing for both individuals and self managed superannuation funds.
Services and Specialties
Stockbroking
Options and Warrants
Self-Managed Super Funds
Wealth Management
Fixed Interest and Cash Management
Portfolio Administration
Qualifications and Professional Affiliations
Certified Practising Accountant
Bachelor of Business (Accounting)
Graduate Diploma of Applied Finance & Investment
Associations
Certified Practising Accountant
Securities Institute of Australia
Competencies
Financial Planning
Margin Lending
Direct International Equities Trading Adviser
Securities
Generic
ASIC Financial Advisers Register
Derivatives Level 1
Derivatives Level 3
Managed Investments
Derivatives Level 2
FASEA Financial Adviser Exam
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
