"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.
Services and specialities
- Personal Insurance
- Portfolio Administration
- Retirement and Estate Planning
- Stockbroking
- Superannuation Advice
- Wealth Management
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.
Industry Education & Experience
Qualifications
- Diploma of Financial Planning, Deakin University, 2003
- TASA and the TPB Code of Professional Conduct, kaplan, 2016
- CERTIFIED FINANCIAL PLANNER®, Financial Planning Association of Australia, 2009
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Forefront Future Pty Ltd which operates the business of Morgans Financial Townsville. My employer remunerates me as your adviser by way of salary.