Geoff Worrall

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DipFP

Authorised Representative: 000259224

Private Client Adviser

"I am cognisant of the complexities that people face in making financial decisions. I explain matters in a clear, uncomplicated manner and strive to put clients at ease."

Geoff was formerly a Financial Information Services Officer at Centrelink and has a particular interest in retirement planning and long-term portfolio construction.

Services and specialities

  • Fixed Interest and Cash Management
  • Margin Lending and Gearing Strategies
  • Retirement and Estate Planning
  • Stockbroking
  • Superannuation Advice

Investment Style

Geoff likes to obtain full information from clients with a view to advising on structure and investment requirements that are appropriate in meeting clients goals and objectives.

Industry Education & Experience

Qualifications
  • Diploma of Financial Planning, Deakin, 1991
  • Professional Diploma in Stockbroking, Deakin/Prime, 2010
Professional Associations
  • Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me as your adviser by way of percentage of fees.