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Geoffrey Bush

Financial Adviser

Forum Financial Services
Jesmond, NSW 2299

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About

Geoffrey Bush is an ASIC-registered financial adviser dedicated to helping individuals and families in Jesmond, NSW, achieve their financial goals. With a career spanning over two decades, Geoffrey holds a Diploma of Financial Planning from the Financial Planning Association (2003), Margin Lending and Geared Investment certification from Kaplan Professional (2011), a Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy (2012), and an Advanced Diploma of Financial Planning from Mentor Education (2015). He is also a proud member of the Financial Advice Association of Australia (FAAA). Geoffrey is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Geoffrey is committed to providing tailored financial solutions to meet your unique needs. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Ready to take control of your financial future? Contact Geoffrey today for a consultation and discover how he can help you build a secure and prosperous tomorrow.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth accumulation Insurance solutions Investment strategies

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000229892

Verify on ASIC Register

Authorised Representative Number

000235723

Verify on MoneySmart Register

Frequently Asked Questions

What services does Geoffrey Bush offer?

Geoffrey Bush provides comprehensive financial advice, including superannuation advice, insurance solutions, wealth management strategies, retirement planning, and investment guidance. He tailors his services to meet each client's unique financial situation and goals.

What are Geoffrey Bush's qualifications?

Geoffrey holds a Diploma of Financial Planning, Margin Lending and Geared Investment certification, a Diploma of Financial Services (Financial Planning), and an Advanced Diploma of Financial Planning. He is also a member of the Financial Advice Association of Australia (FAAA).

What can I expect during my first meeting with Geoffrey?

During your initial consultation, Geoffrey will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then discuss potential strategies and solutions tailored to your needs. This meeting is an opportunity for you to ask questions and determine if Geoffrey is the right financial adviser for you.

How does Geoffrey Bush stay up-to-date with the latest financial regulations and market trends?

Geoffrey is committed to ongoing professional development and regularly participates in industry training and seminars. This ensures he remains informed about the latest financial regulations, market trends, and investment strategies, allowing him to provide his clients with the most relevant and effective advice.

What types of clients does Geoffrey Bush typically work with?

Geoffrey works with a diverse range of clients, including individuals, families, and those approaching or in retirement. He provides financial advice to those looking to build wealth, protect their assets, and plan for a secure financial future.

Get in Touch

Contact Geoffrey directly for personalised advice.

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