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.
- Adviser status Silver
- First year providing advice 2005
- Years of experience 19
- Advanced Diploma of Financial Services (Financial Planning)
RI Wide BayLevel 1, 73 Main St
Hervey Bay, QLD 4655
- 8:30am – 5:00pm Monday – Friday