My name is Geoff Greetham and I am the Executive Director and founder of Accordius, which was established in 2007.
Accordius is a privately owned personal funds management business, for high net wealth individuals that aims to maximise long-term after-tax returns through high quality, fit for purpose, and personalised financial advice, coupled with an individually managed, discretionary and direct investment service.
Accordius has its own Australian Financial Services Licence and is authorised to provide Managed Discretionary Account (MDA) Services.
The Accordius approach is underpinned by a complete and comprehensive investment administration and reporting solution.
I lead a small collaborative team but one closely aligned with the professional services firm, KordaMentha. KordaMentha provides us with access to services and insights beneficial to our clients.
We place great value on working one-to-one with our clients.
To me, the challenge of working out what’s best for each client is the prime motivator of our business.
Simply put, our clients want “personal funds management”. And this is precisely what Accordius offers.
Geoff is a consumate professional and a trusted adviser. He has the support of a fantastic team and delivers what he says.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 1999
- Years of experience 24
- Certified Financial Planner (CFP)
- Certified Practicing Accountant (CPA)
Accordius Pty LtdRialto South Tower, Level 31, 525 Collins St
Melbourne, VIC 3000 12 Eddys Grove
Bentleigh, VIC 3204
- 9:00am – 5:00pm Monday – Friday
Accordius Pty Ltd