Alan Geoffrey Marsh

Alan Geoffrey Marsh

PO Box 3267, Wareemba NSW 2046
0408025005
linkedin.com/in/geofmarsh
    Member of Association of Financial Advisers Logo
    Introduction Video
    https://www.ato.gov.au/super/self-managed-super-funds/investing/your-investment-strategy/

    Background
    Summary

    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 financial advice will ensure you make smart decisions about money and give you more time to spend on the people and things you love. 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, SMSFs and international pension transfers. He is a member of the Association of Financial Advisers and a member of the Institute of Managers and Leaders.

    Focus Areas
    • Estate Planning
    • Income Protection
    • Life Insurance
    • Retirement Planning
    • Superannuation
    • Wealth Management
    Bio Alignments

    Non Institutionally Aligned

    Education

    Bachelor Degree

    Master of Financial Planning, BA (Hons) Modern Languages & Economic Studies




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