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Geoffrey Irving

Senior Paraplanner

I was lucky enough to have been offered a position within the firm in 2004, whilst still at secondary school and I took it with both hands as I have always been fascinated and passionate about the finance industry. I started in the administration team and a few years later I worked my way into the advice team. My main role now in the advice team is to research and analyse a client's position, develop appropriate strategies and bring it together into a document called a Statement of Advice (SOA).

I mainly work in the background; however, you may see me in some joint meetings with other planners to enable me to get to know you personally, which helps me to better tailor advice for you.In my spare time, I love spending time with my children, Thomas and Audrey and playing cricket and badminton. I'm also a huge fan of the AFL and I like playing poker at the local RSL.

I have a Diploma in Financial Planning, which I completed in May 2016 through Kaplan Professional

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