SKILLS:Plan, Build and Protect Wealth, Investments, Superannuation, Pensions, and Insurance
Private Wealth Adviser @ Blue Chip Private Wealth
Geoff specialises in helping clients Plan, Build and Protect Wealth, Investments, Superannuation, Pensions, and Insurance.
Geoff’s experience primarily relates to wealth management services. Geoff has a passion for dealing with complex client situations and working closely with each client to provide comprehensive financial advice.
Geoff has over 10 years’ experience in financial services including roles in major Australian banks, private firms and large consulting firms both in Australia and the United Kingdom.