Geoff brings a wealth of experience to the financial services industry, commencing his career as an Accountant with Ernst & Young from 1993 to 1995. He further developed his skills as a Dealer’s Assistant for Charles Stanley in the UK from 1995 to 1999.
Upon returning to Australia, Geoff held significant roles at Credit Suisse (2000-2003) and Morgans (2003-2015), before contributing his expertise to Morgan Stanley from 2015 to 2019. In 2020, Geoff joined Ord Minnett, where he continues to deliver expert financial guidance. Throughout his career, Geoff has consistently shown a dedication to excellence and a strong grasp of market dynamics.
Geoff’s key strengths include comprehensive financial advice, skilled portfolio management, strategic guidance on superannuation and self-managed super funds (SMSFs), and the implementation of effective asset allocation strategies.
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