Geoff Mitchelson

Geoff, a Private Client Adviser, is a Certified Financial Planner® professional with over 10 years experience. Previously his background was in retail banking and human resources management over a 28 year period.

Geoff has a logical and easy going approach to advice and is adept at making financial issues easy to understand to help educate clients. Geoff enjoys assisting clients plan for their long-term goals and to cope with any changes or obstacles that may come their way. He provides clients with a personalised service that focuses on their needs and aspirations. 

Geoff specialises in the areas of superannuation and retirement planning, including Centrelink Strategies, and can also provide advice on Wealth creation strategies. He can advise on a diverse range of investments.