"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
- Superannuation Advice
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
- Diploma of Financial Planning, Deakin, 1991
- Professional Diploma in Stockbroking, Deakin/Prime, 2010
- Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
- Tax (Financial) Adviser
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.
- Financial Planning
- Managed Investments
- Margin Lending