Geoffrey Oberg
Financial Adviser
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About
Geoffrey Oberg is an ASIC-registered financial adviser dedicated to helping clients in Surfers Paradise and beyond achieve their financial goals. With a Bachelor of Commerce from the University of Queensland (1982) and a Diploma of Financial Planning from Kaplan (2017), Geoffrey combines extensive experience with up-to-date knowledge to provide comprehensive financial advice. He has also completed specialist training in Self Managed Superannuation Funds, Margin Lending and Geared Investments and ASX Listed Products. As a member of CPA Australia (CPA), Geoffrey adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide 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. Geoffrey offers a suite of services tailored to meet your individual needs: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Geoffrey Oberg today to schedule a consultation and discuss your specific needs.
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Frequently Asked Questions
What types of financial advice does Geoffrey Oberg offer?
Geoffrey Oberg provides advice on superannuation, insurance, wealth management, retirement planning, and investments including securities and government debt. He can help you create a comprehensive financial plan tailored to your individual needs and goals.
What are Geoffrey Oberg's qualifications?
Geoffrey holds a Bachelor of Commerce from the University of Queensland and a Diploma of Financial Planning from Kaplan. He also has specialist training in Self Managed Superannuation Funds, Margin Lending and Geared Investments and ASX Listed Products. He is also a member of CPA Australia.
How does Geoffrey Oberg develop a financial plan?
Geoffrey works closely with you to understand your current financial situation, your goals, and your risk tolerance. He then develops a personalized financial plan that outlines strategies to help you achieve your objectives. This plan is regularly reviewed and updated to ensure it remains aligned with your needs.
What can I expect during my first meeting with Geoffrey Oberg?
During your initial consultation, Geoffrey will discuss your financial goals and gather information about your current situation. This is an opportunity for you to ask questions and determine if Geoffrey is the right financial adviser for you. There is no obligation to proceed after the initial consultation.
Why should I choose Geoffrey Oberg as my financial advisor?
Geoffrey offers personalized financial advice, a commitment to ethical conduct, and a comprehensive approach to financial planning. His extensive qualifications and experience ensures you receive the highest quality advice and support.
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