Genevieve De Szoeke profile photo

Genevieve De Szoeke

RI Wide Bay

Silver
19 Yrs Experience
Hervey Bay, QLD 4655

Genevieve de Szoeke has spent fifteen years helping clients become financially successful and reach their goals as a Financial Adviser. She is also a Business Partner at RetireInvest Wide Bay and RetireInvest Coolangatta. With over twenty years of industry experience, she is committed and well equipped to provide advice and solutions to clients in any stage of their lives.

She holds a Graduate Certificate in Financial Planning and is currently completing a Master of Financial Planning. Genevieve is a member of the Proprietors Advisory Council (PAC) as a representative for the national RI Advice Group and has been a member of the Association of Financial Advisers (AFA) for over ten years. 

Genevieve adopts the term leader with responsibility and action and is a proactive Adviser who places immense value on relationships, having seen the reward in providing tailored solutions that take into account her clients entire situation.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Growing Assets

My fees

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

At a glance

  • Adviser status Silver
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

RI Wide Bay

Level 1, 73 Main St
Hervey Bay, QLD 4655

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Licensed by

RetireInvest

AFSL 238429