Geoffrey Maunsell
Financial Adviser
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About
Geoffrey 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). Geoffrey is also a registered member of the Tax Practitioners Board, reflecting his commitment to ethical and compliant practices. Geoffrey 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 Ready to take control of your financial future? Contact Geoffrey 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 Geoffrey Maunsell offer?
Geoffrey Maunsell provides a comprehensive range of financial services, including superannuation advice, wealth management, retirement planning, and insurance solutions. He can also provide advice on Investment Life Insurance, Life Risk Insurance, securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Geoffrey Maunsell have?
Geoffrey holds a Diploma of Financial Services, an Advanced Investment Planning certification, an Advanced Diploma of Financial Planning, a Self Managed Superannuation Fund Adviser (Personal Advice) certification and a Graduate Diploma of Financial Planning. He is also registered with the Tax Practitioners Board.
What can I expect during my first consultation with Geoffrey?
During your first consultation with Geoffrey, 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 Geoffrey is the right financial advisor for you.
How does Geoffrey tailor financial advice to individual clients?
Geoffrey 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 Geoffrey 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. Geoffrey can help you determine the appropriate review schedule based on your individual needs.
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