Geoff Steele Location
- Brisbane, QLD, AU
Geoff Steele Work
- 2025 -now Head of Advice @
- 2025 -2025 Advice Team Leader @
- 2020 -2025 Coaching and Capability Lead - Advice Delivery @
- 2006 -2020 Practice Development Manager @ FINANCIAL WISDOM LIMITED
- 2003 -2006 National Training Manager and Trainer - Financial Planning @
- 2000 -2003 Financial Planner @
- 1998 -2000 Financial Planner @
- 1996 -1998 Financial Adviser @
Geoff Steele Education
- Cert IV Training and Assessment TAE40116
Cert IV Training and Assessment (Training and Assessment)
2019-2020 - Kaplan Professional
Advanced Diploma (Financial Services (Financial Planning))
1996-2004 - Cert IV BSZ40198
Certificate IV (Assessment and Workplace Training)
2004-2004 - St Pauls School
High School Certificate
1988-1992
Geoff Steele Skills
- Business Planning
- Financial Advisory
- Relationship Building
- Business Coaching
- Investment Strategies
- Coaching
- Risk
- Risk Management
- Relationship Management
- Marketing Strategy
- Training
- Retirement
- Business Relationship Management
- Referral Development
- Analysis
- Financial Services
- Financial Planning
Geoff Steele Summary
- Geoff Steele, based in Brisbane, QLD, AU, is currently a Head of Advice at Direct Wealth. Geoff Steele brings experience from previous roles at Australian Retirement Trust, FINANCIAL WISDOM LIMITED and Suncorp Group. Geoff Steele holds a 2019 - 2020 Cert IV Training and Assessment in Training and Assessment @ Cert IV Training and Assessment TAE40116. With a robust skill set that includes Business Planning, Financial Advisory, Relationship Building, Business Coaching, Investment Strategies and more. Geoff Steele has 1 emails on RocketReach.
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Top Direct Wealth Employees
Erin Truscott
Senior Financial Advisor
Brisbane City, QLD, AU
Craig Weier
Financial Adviser
Paddington, QLD, AU
Stuart White
General Manager
Brisbane City, QLD, AU
Lyle Filer
Senior Financial Adviser
Cairns, QLD, AU
Sam Dwight
Financial Advisor
Australia
Michelle Louttit
Deputy Head of Support
Brisbane, QLD, AU
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