Geoff Steele Email
Head of Advice @ Direct Wealth
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Geoff Steele Location
- Brisbane, QLD, AU
Geoff Steele Work
- 2025 -now Head of Advice @
- 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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