geoff peoples

geoff peoples

office manager

About

I have spent the last 18 years a Financial Planner.And have Retired from the direct Advice side. I Specialized in : Self Managed Super Fund (SMSF). Key person and Buy Sell Strategy and Insurance Advice. Succession and Estate Planning Advice. Business Exit Strategy Advice Corporate Super Specialist / Seminar Presenter Retirement Planning.

Country

australia

City

baulkham hills

Industry

financial services

Skill

finance, wealth, retirement planning, financial planners, investment properties, financial advisory, strategy, investments, estate planning, wealth management, investment advisory, integrity, investment strategies, insurance, financial planning, valuation, brand development, multiple listing service, sales, real property, skilled relationship builder, product knowledge, portfolio management, retirement, income protection, real estate, strategic financial planning, equities, investment management, proven sales results, asset allocation, mortgage lending, general insurance, marketing strategy, professional liability, sales operations, commercial lending, financial services

Experience

financial planner

financial planner

financial planner

1996-2 - 2013-2 · 17 yrs 1 mo

Financial Planner Holistic advice

anz

business financial planner

anz

2004-1 - 2007-1 · 3 yrs 1 mo
ansett

major account exective

ansett

1983-1 - 1998-1 · 15 yrs 1 mo
stockwell financial services

office manager

stockwell financial services

2014-8 - Present · 12 yrs 2 mos

Office manager to the financial Planner Rod Stockwell. Responsible for making and planing all appointments for Rod, Research,office duties.

starr partners

realestate agent

starr partners

2013-3 - 2014-5 · 1 yr 3 mos

Starr Partners are consistently achieving top results and continue to be the market leaders on our area ♦ We have helped hundreds of clients achieve remarkable results with the sale of their homes ♦ We are very successful at matching our owners needs with the right sales and marketing techniques ♦ With our extensive experience, this enables us to suggest and implement a strategy that will optimise the achievable price and shorten the sales process ♦ See Premium Properties with Outstanding Values♦ House and land Packages ♦ Investment properties for Self Managed Super Funds♦ Contact me today

Education

armidale high school

armidale high school

1962-1 - 1968-1 · 6 yrs 1 mo

geoff peoples's Contact Information

Email

******@***.com

Phone

(**) *** ****

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