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 4.80
  • Number of reviews 18
  • First year providing advice 1984
  • Years of experience 38
  • Highest qualification
    • Master of Financial Planning
  • Languages spoken
    • English
    • French
    • German

Avalonfs Pty Ltd

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

4.80
18 Reviews
5
4
3
2
1
4.70
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 18

Sort by

4.75

"Geof is genuinely interested in the financial wellbeing of his clients and is extremely generous with his time. He talks at length, to ensure his client fully understands concepts which he is explaining and recommendations being offered. Geof has talked with me about retirement, government policy, ageing and pension withdrawal just to name a few topics. He is very transparent in all aspects of his service and I have full confidence in his advice recommendations."

  • Government Assistance
  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Geof has given me independent advice in relation to superannuation, investments, budgeting. Geof was very accomodating, customer focused and his product and market knowledge was exceptional. I feel very confident with the advice i have obtained and recommended to some of my friends and clients."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Geof have given me in advice in regard to retirement and return to Australia from UK. That has included superannuation, other investment, minimising tax, medical care and retirement planning. Geof has always been particularly attentive and clear. He is very keen on indexed funds and is well worth hearing in that regard: as he emphasises, they are both safer and cheaper than managed funds. He knows them thoroughly, as well as having a thorough knowledge of superannuation and the complexities of a move from UK to Australia."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Expat Finance
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Am very happy with Geof's advice. I feel comfortable with Geof's superannuation advice."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Geof assisted me to transfer my super to a scheme with less fees and a reasonable rate of return. His attention to detail is excellent and has always provided comparisons in order for me to make a sound judgements."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Geof has provided me advice in regard to my superannuation. He has taken over my investments to ensure that my super is increasing."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Geof is an excellent adviser. I have known him of many years. I is extremely knowledgeable and professional. He is always available and provides sensible down to earth advice . We are saving money by using Geof's advise. I cannot recommend Geof to highly"

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Geof is easy to talk to and his advice is professional and clear. I appreciate his knowledge on Super, Life Insurance, Pensions and feel that he is a trusting advisor that I can turn to readily."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Elena and I have been clients of Geof since 2017 and we are extremely happy that we have made the change, that we have also recommended him to both family and friends. We found Geof knowledgeable, professional, reliable and always helpful. We highly recommend Geof to anyone wanting to achieve better financial outcomes."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have always found Geof to be totally up to date with any changes in the industry, and always gives informed and reliable information. He is very trustworthy and puts himself in his clients shoes. His knowledge gives him great foresight , and helps make planning for the future easier and more stress free!"

  • Superannuation
  • Insurance Protection
  • Aged Care
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Financial Planning

Level
9 - Masters Degree
Institution
Western Sydney University (WSU)
Completed
2021

Australian Certified Investment Planner (ACIP)

Level
0 - Training / Exam / Other
Institution
Financial Planning Association of Australia (FPA)
Completed
1986

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2015

Principles in Self Managed Superannuation Funds

Level
0 - Training / Exam / Other
Institution
International Institute of Technology (IIT)
Completed
2014

Principles of Advanced Taxation Planning

Level
0 - Training / Exam / Other
Institution
International Institute of Technology (IIT)
Completed
2014

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Institute of Managers and Leaders Australia and New Zealand (IML ANZ)

Membership type
Member
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