Geoff Rees Email
Senior Financial Planner @ Merideon Wealth Strategies
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Geoff Rees Location
- Perth, WA, AU
Geoff Rees Work
- Senior Financial Planner @ (March 2018 - Present)
- Owner and Senior Financial Planner @ Lighthouse Financial Planners Mandurah and Rockingham (February 2017 - February 2018)
- Owner @ Infocus Money Management (September 2006 - February 2017)
- Manager and Adviser @ Qwest Financial Strategies (January 2002 - January 2006)
- Director @ Scuba Futures Pty Ltd (January 1998 - January 2002)
- Secondary School Teacher @ Education Department of W.A. (January 1981 - January 1998)
Geoff Rees Education
- The University of Western Australia
BPE Dip Ed Dip FS(FP) (Education, Financial Planning)
1976-1978 - Pinjarra Senior High School
Geoff Rees Skills
- Securities
- Wealth Accumulation
- Marketing
- Finance
- Cash Flow
- Financial Planners
- Investment Strategies
- Wealth Management
- Portfolio Management
- Financial Advisory
- Estate Planning
- Disability Insurance
- Insurance
- Financial Services
- Fixed Annuities
- Retirement
- Investment Advisory
- Teaching
- Mortgage Lending
- Income Protection
- Term Life Insurance
- Investments
- Retirement Planning
- Pensions
- Life Insurance
- Asset Management
- Superannuation
- Strategic Planning
- Financial Planning
- Strategic Financial Planning
- Personal Finance
- Asset Allocation
- Wealth
Geoff Rees Summary
- Geoff Rees, based in Perth, WA, AU, is currently a Senior Financial Planner at Merideon Wealth Strategies. Geoff Rees brings experience from previous roles at Lighthouse Financial Planners Mandurah and Rockingham, Infocus Money Management, Qwest Financial Strategies and Scuba Futures Pty Ltd. Geoff Rees holds a 1976 - 1978 BPE Dip Ed Dip FS(FP) in Education, Financial Planning @ The University of Western Australia. With a robust skill set that includes Securities, Wealth Accumulation, Marketing, Finance, Cash Flow and more. Geoff Rees has 1 emails on RocketReach.
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