Geoff Ivanac

Geoff Ivanac

11 Lucknow Pl, West Perth WA 6005, Australia
Member of Association of Financial Advisers Logo

Hi I specialise in helping executives, professionals and business owners who are 5 to 15 years from retirement prepare for their next chapter and optimise their well-being. I do this by providing head and heart financial planning and estate planning advice. I compliment the advice provided by other professionals such as accountants and lawyers. I am a Chartered Accountant, estate planning, transition planning and a financial planner ("FChFP").

Focus Areas
  • Estate Planning
  • Retirement Planning
  • Superannuation
  • Wealth Management
Bio Alignments

Not institutionally aligned

Get in touch with Geoff Ivanac