Geoff Jordan
Private Client Adviser
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
