Geoff Voller

Geoff has an accounting and finance background and has had over 50 years experience dealing in shares. He has been a Private Client adviser since 1993. He assists with mentoring young advisers at Morgans to provide quality advice and customer service to clients. Geoff has been a long term shareholder in Morgans.

Investment Style

Geoff classes himself as a conservative portfolio builder concentrating on the foundations for long term wealth. He continually seeks out value investment opportunities and specialises in direct shares and property trusts and investing for both individuals and self managed superannuation funds.

Services and Specialties

Stockbroking

Wealth Management

Portfolio Administration

Self-Managed Super Funds

Fixed Interest and Cash Management

Options and Warrants

Industry Experience

Sectors Covered

Geoff Voller's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Business (Accounting)

Certified Practising Accountant

Graduate Diploma of Applied Finance & Investment

Associations

Securities Institute of Australia

Certified Practising Accountant

Competencies

Derivatives Level 1

Derivatives Level 2

Financial Planning

Generic

Managed Investments

Margin Lending

Securities

I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.