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Geoffrey Bowden

Bowden Financial

Bronze
6 Yrs Experience
Wallsend, NSW 2287

Bowden Financial is a boutique financial advisory firm servicing individual and corporate clients.

Bowden Financial is a financial advisory firm dedicated to solving problems and cultivating fruitful long-term relationships with our clients.

Bowden Financial service and facilitate the needs of professionals, retirees and private family clients with their financial journey. This often involves assisting and transitioning through complex problems while considering a myriad of factors.

· Wealth Creation

· Family Succession

· Insurance

· Investment Management

· Self-Managed Super Funds

· Budgeting

· Estate Planning

· Investment portfolio establishment

Bowden Financial specialise in assisting companies in remaining competitive, through the tailoring of corporate benefits for employees.

· Group Insurance

· Employee Financial Health Checks

· Transactions

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

At a glance

  • Adviser status Bronze
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Bowden Financial

23 Hill St
Wallsend, NSW 2287

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Bowden Licensing Pty Ltd

AFSL 530176