Geoff Maunsell

2M Financial Group

5.00
1 Review
Silver
24 Yrs Experience
Mosman, NSW 2088

Recent reviews

2M Financial Group

Suite 2, 6 Gurrigal Street
Mosman, NSW 2088

Opening hours

  • 9:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Wills & Estates

My fees

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

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Very professional in his advice and it very helpful in the implementation of our needs."

  • Insurance Protection
  • 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

  • Insurance Protection

Qualifications & Training

Self Managed Superannuation Fund (SMSF) Adviser (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2016

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Advanced Investment Planning

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2015

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2016

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Tax Practitioners Board (TPB)

Membership type
Member
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