Geoff Greetham

Accordius Pty Ltd

Gold
23 Yrs Experience
Melbourne, VIC 3000
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.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Certified Practicing Accountant (CPA)
  • Language spoken
    • English

Accordius Pty Ltd

Rialto South Tower, Level 31, 525 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Accordius Pty Ltd

AFSL 321955

5.00
1 Review
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5.00
Knowledge & expertise
5.00
Customer care
5.00
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5.00

"Geoff is a consumate professional and a trusted adviser. He has the support of a fantastic team and delivers what he says."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CPA Australia (CPA)
Completed
2011

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2011

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
1983

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
Associate

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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