Geoff Jordan
Private Client Adviser
I take a holistic approach to financial planning by considering wealth creation, estate planning, risk management, retirement planning and portfolio management to assist you in meeting your goals.
Geoff is a highly experienced and qualified financial planner with over 25 years experience in Financial Planning.
Investment Style
Working with clients one on one, Geoff is able to focus on strategies designed to increase and protect wealth while minimising tax. Geoff is skilled in developing investment portfolios founded on sensible growth strategies customised to suit each individual. Geoff specialises in superannuation retirement planning and life insurance risk strategies offering clients greater flexibility and control over their retirement assets and insurance.
Services and Specialties
Personal Insurance
Portfolio Administration
Retirement and Estate Planning
Stockbroking
Superannuation Advice
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
No items found.
Associations
No items found.
Competencies
Financial Planning
Generic
Life Insurance
Managed Investments
Margin Lending
Securities
Superannuation
I am employed by Forefront Future Pty Ltd which operates the business of Morgans Financial Limited - Townsville. My employer remunerates me by way of salary.
I am employed by Forefront Future Pty Ltd which operates the business of Morgans Financial Townsville. My employer remunerates me as your adviser by way of salary.
