Head of Professional Standards
Geoff is our financial planning compliance guru.
After beginning his career with MLC Underwriting, Geoff ventured into technical and strategy roles for Bridges Financial Services and Commonwealth Bank. In 2004, Geoff embarked on his own financial planning career, working across smaller financial planning organisations that were focused on providing a high level of client service.
Geoff ventured into compliance with Accordance, earning a reputation as a technical compliance manager and being the ‘go to person’ in this area of expertise. Today, Geoff is a compliance trainer, ensuring that financial advisers know their compliance duties and follow the required legislation, ‘without the compliance headaches’.
Geoff plays a lot of sport, listens to music, movies, and is also a dedicated father to two children.