Geof Marsh

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.