Geof Marsh

Avalonfs Pty Ltd

40 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.


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

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.86
  • Number of reviews 18
  • First year providing advice 1984
  • Years of experience 40
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Avalonfs Pty Ltd

Suite 21, 7 Fig tree Ave
Abbotsford, NSW 2046

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Avalonfs Pty Ltd

AFSL 437518