Geof Marsh

Avalonfs Pty Ltd

Platinum
38 Yrs Experience
Abbotsford, NSW 2046

Most of us don’t have enough time to spend on the things that are really important to us, yet most people either ignore their personal wealth management or try to work out how to do it themselves. Professional wealth management will ensure you make smart decisions about money and give you more time to spend on the people and things you love.

With an honours degree in economics and applied languages, Geof first qualified as an 'Australian Certified Investment Planner' with distinction in 1986 and is a Master of Financial Planning. Over the last 35 years has developed a thorough knowledge of the investment, superannuation and insurance industries as Manager - Investment & Insurance Services with HSBC Bank Australia, and more recently, as National Account Executive with Morningstar Research.

Adhering to the highest business ethics by delivering the highest possible quality financial advice for a professional fee, Geof specialises in investment, superannuation and retirement planning, managed funds, exchange traded funds, direct equities, margin lending, insurance and risk management, self-managed superannuation funds, and international pension transfers.

Geof is an authorised representative of AVALONFS Pty Ltd, tax (financial) adviser, member of the Association of Financial Advisers and a member of the Institute of Managers and Leaders.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Fees for initial advice, planning and recommendations, as well as on-going advice fees vary with complexity and value. This involves assessing the financial complexity of prospective clients and the level of value-added services that can be offered to clients. Every 12 months we will provide you with a Fee Disclosure Statement which will outline the services we have provided over the last 12 months and the fees that we have charged for those services. This statement will allow you to compare the value that you received to the fees charged. We will then discuss and agree a fee for the provision of on-going advice for the coming 12 months.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 18
  • First year providing advice 1984
  • Years of experience 38
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Languages spoken
    • English
    • French
    • German

Avalonfs Pty Ltd

Suite 21, 7 Fig tree Ave
Abbotsford, NSW 2046

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

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

Licensed by

Avalonfs Pty Ltd

AFSL 437518