Geoff Munday

Endeavour Planning Services

4.50
1 Review
Gold
19 Yrs Experience
Sydney, NSW 2000

Recent reviews

Endeavour Planning Services

Level 3, Suite 97, 515 Kent St
Sydney, NSW 2000

At a glance

  • Adviser status Gold
  • Rating 4.50
  • Number of reviews 1
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Bachelor of Economics
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.50
1 Review
5
4
3
2
1
4.00
Clear communication
4.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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4.50

"My husband and I would unequivocally recommend Geoffrey Munday as a financial advisor. We have our own superannuation fund and he has made its management much easier. He has advised us with regard to insurances and other matters and is very responsive."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
The University of Sydney (USYD)
Completed
1982

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2011

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Member
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