Geoffrey Bird
Financial Adviser
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About
Geoffrey Bird is an ASIC-registered financial adviser based in Nedlands, WA, committed to helping clients achieve their financial goals with tailored and comprehensive advice. With over two decades of experience in the financial services industry, Geoffrey holds a Diploma of Financial Planning from Deakin University (1999), a Master of Financial Planning from Griffith University (2021), and specialist accreditations in Margin Lending and Geared Investments (Kaplan, 2011), Self Managed Superannuation Funds (Kaplan, 2016), and Aged Care (Aged Care Steps, 2023). As a member of the Financial Advice Association of Australia (FAAA), Geoffrey adheres to the highest ethical and professional standards. Geoffrey 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. He specialises in developing personalised strategies that address each client's unique circumstances and aspirations. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need assistance with aged care financial planning, Geoffrey is here to provide expert guidance and support. Contact Geoffrey today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What financial planning services does Geoffrey Bird offer?
Geoffrey Bird specialises in superannuation advice, retirement planning, wealth management, insurance solutions, and investment advice. He provides tailored strategies to help you achieve your financial goals.
What are Geoffrey Bird's qualifications and experience?
Geoffrey holds a Diploma of Financial Planning, a Master of Financial Planning, and specialist accreditations in Margin Lending, SMSFs, and Aged Care. He has over 20 years of experience in the financial services industry.
How can Geoffrey Bird help me with retirement planning?
Geoffrey can assist you in developing a comprehensive retirement plan that considers your financial goals, risk tolerance, and superannuation strategy. He'll provide advice on maximizing your retirement income and ensuring a comfortable lifestyle.
What is the process of working with Geoffrey Bird?
The process typically begins with an initial consultation to understand your financial situation and goals. Geoffrey will then develop a personalised financial plan tailored to your specific needs, which he'll discuss with you in detail. Ongoing support and reviews are provided to ensure your plan remains aligned with your changing circumstances.
What should I expect from a consultation with Geoffrey Bird?
During a consultation, you can expect a thorough and confidential discussion about your financial situation, goals, and concerns. Geoffrey will listen carefully to your needs and provide clear, practical advice to help you make informed decisions about your financial future.
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