Geoff Wilson

Geoff joined ipac in 2002, and has over nine years’ experience as a financial adviser. He enjoys taking the complexity out of financial decision-making by helping clients quantify their lifestyle aspirations. Geoff says that he likes seeing the change in his clients when they get their 'money issues' under control, and get on with enjoying their lifestyle.

Geoff is a Certified Financial Planner® has a Diploma in Financial Planning, and a Bachelor of Science.

He helps people to plan successfully for retirement, build wealth and manage life transitions (such as loss of employment). In particular, Geoff has a special interest in assisting people with remuneration packaging, self-managed superannuation funds, and retirement strategies that preserve and grow a hard-earned nest egg. He fully considers a range of strategies and in particular taxation and eligibility for government support.