Geoff Greetham

Accordius Pty Ltd

Gold
25 Yrs Experience
Melbourne, VIC 3000

My name is Geoff Greetham and I am the Executive Director and founder of Accordius, which was established in 2007.

Accordius is a privately owned personal funds management business, for high net wealth individuals that aims to maximise long-term after-tax returns through high quality, fit for purpose, and personalised financial advice, coupled with an individually managed, discretionary and direct investment service. 

Accordius has its own Australian Financial Services Licence and is authorised to provide Managed Discretionary Account (MDA) Services. 

The Accordius approach is underpinned by a complete and comprehensive investment administration and reporting solution.

I lead a small collaborative team but one closely aligned with the professional services firm, KordaMentha.  KordaMentha provides us with access to services and insights beneficial to our clients. 

We place great value on working one-to-one with our clients. 

To me, the challenge of working out what’s best for each client is the prime motivator of our business.   

Simply put, our clients want “personal funds management”.  And this is precisely what Accordius offers.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • 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 5.00
  • Number of reviews 1
  • First year providing advice 1999
  • Years of experience 25
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Certified Practicing Accountant (CPA)
  • Language spoken
    • English

Accordius Pty Ltd

Rialto South Tower, Level 31, 525 Collins St
Melbourne, VIC 3000
12 Eddys Grove
Bentleigh, VIC 3204

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Accordius Pty Ltd

AFSL 321955