Geoff’s primary aim is to provide his valued clients with quality advice and assistance in assessing their current and future financial needs, resulting in him providing the appropriate advice and solutions in financial planning, retirement income streams, succession planning (business insurance), family and ifestyle protection, Centrelink and DVA benefits, gearing strategies and debt management, superannuation, investment advice, estate planning, taxation planning, redundancy and estate equalisation.
Geoff has been in the financial services industry since 1973, commencing as a life insurance agent with T&G Mutual Life Society. In 1978, Geoff shared his knowledge and started training and mentoring advisers. In 1983, he became a Licensed Representative in the financial services industry and has been licensed ever since. Over the past 30 years, Geoff has studied extensively and completed industry and non-industry based studies.
- Personal insurance
- Estate planning
- Wealth accumulation
- Business insurance