Geoffrey Maunsell
Financial Adviser
About
Geoff Maunsell is an ASIC-registered financial adviser based in Mosman, NSW, dedicated to helping clients achieve their financial goals with expert guidance and tailored strategies. With a strong foundation built upon a Diploma of Financial Services from Tribeca (2005), Geoffrey has continuously expanded his knowledge, earning an Advanced Investment Planning certification and an Advanced Diploma of Financial Planning from Mentor Education in 2015 and 2016 respectively. He further holds a Self-Managed Superannuation Fund Adviser (Personal Advice) certification from Mentor Education (2016) and a Graduate Diploma of Financial Planning from KAPLAN (2022). Geoff has also completed the ASIC Ethics certification that is required under the Corporations ACT (2001) to practice as a Financial Adviser. Geoff has great commitment to ethical and compliant practices. Geoff is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities, Retirement Savings Accounts, and Government Debt Securities. This allows him to offer holistic financial solutions tailored to your unique circumstances and aspirations. • Superannuation Advice • Wealth Management • Retirement Planning • Insurance Solutions • Investment Strategies Contact Geoff today to schedule a consultation and discover how he can help you achieve your financial dreams.
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Frequently Asked Questions
What services does Geoff Maunsell offer?
Geoff Maunsell provides a comprehensive range of financial services, including superannuation advice, wealth management, retirement planning, and insurance solutions.
What qualifications does GeoffMaunsell have?
Geoff holds a Diploma of Financial Services, an Advanced Diploma of Financial Planning, a Self-Managed Superannuation Fund Adviser (Personal Advice) certification and holds a Graduate Diploma of Financial Planning. He holds the ASIC Ethics certification under the Corporations Act 2001.
What can I expect during my first consultation with Geoff?
During your first consultation with Geoff, you can expect a thorough assessment of your current financial situation, a discussion of your financial goals, and an outline of potential strategies to help you achieve those goals. This initial meeting is an opportunity to determine if Geoff is the right financial advisor for you.
How does Geoff tailor financial advice to individual clients?
Geoff tailors his advice by taking the time to understand each client's unique circumstances, financial goals, and risk tolerance. He then develops personalised strategies using his broad authorisations, designed to help clients achieve their objectives.
How often should I review my financial plan with Geoff Maunsell?
It's generally recommended to review your financial plan at least annually, or more frequently if there are significant changes in your life, such as a new job, a marriage, or the birth of a child. Geoff can help you determine the appropriate review schedule based on your individual needs.
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