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.
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.
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.
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.
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.
Am very happy with Geof's advice. I feel comfortable with Geof's superannuation advice.
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.
- Adviser status Platinum
- Number of reviews 18
- First year providing advice 1984
- Years of experience 38
- Graduate Diploma of Financial Planning
Avalonfs Pty LtdSuite 21, 7 Fig tree Ave
Abbotsford, NSW 2046
- 9:00am – 6:00pm Monday – Friday
- In person
- Video call
Avalonfs Pty Ltd