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@merideon.com.au
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Geoff Rees is listed as Senior Financial Planner at Merideon Wealth Strategies, a with 7 employees, based in Greater Perth Area, Australia. AeroLeads shows a work email signal at merideon.com.au and a matched LinkedIn profile for Geoff Rees.
Geoff Rees previously worked as Owner/Senior Financial Planner at Lighthouse Financial Planners Mandurah And Rockingham and Owner at Infocus Money Management. Geoff Rees holds Bpe Dip Ed Dip Fs(Fp), Education, Financial Planning from The University Of Western Australia.
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AeroLeads found 2 current-domain work email signals for Geoff Rees. Compare company email patterns before reaching out.
Having 16 years in Business and Finance including Financial Services. 16 years in Education. I am motivated by helping my clients achieve their life goals through excellence in financial advice. By using a client centred, strategic approach I aim to coach our clients to the outcomes they have identified as crucially important. Specialties: Goal setting and values clarification. Products - superannuation, investment, personal insurance and personal cash-flow management.
Listed skills include Investments, Financial Advisory, Strategic Financial Planning, Financial Services, and 27 others.
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Mandurah, Australia
Currently merged with Merideon Wealth Strategies in Mandurah to be able to offer current and new clients a broader all inclusive offering. As well as the great service formally offered by Lighthouse Financial Planners we are also able to offer advice on SMSFs and have a finance brokerage in-house.
Mandurah And Rockingham
Mandurah, Australia
Integrated Finance Broking and Financial Services business.
Perth And Sydney
Australian Marketing Manager and Company Director
Secondary School Youth Education Officer, teacher of Society and Envirnoment, teacher of Applied Geography, co-ordinator of Career Education and Work Studies.
Other employees you can reach at merideon.com.au. View company contacts for 7 employees →
Jamie Woolley
Colleague at Merideon Wealth StrategiesGreater Perth Area, Australia
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Elizabeth Harrison
Colleague at Merideon Wealth StrategiesMandurah, Western Australia, Australia
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Tegan Flynn
Colleague at Merideon Wealth StrategiesSan Remo, Western Australia, Australia
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Brenton Sharpe
Colleague at Merideon Wealth StrategiesGreenfields, Western Australia, Australia
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Andrew Britton
Colleague at Merideon Wealth StrategiesPerth, Western Australia, Australia
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17 years W.A. Education Dept, 4 years National Wholesale/Retail Business, 4 Years Financial Counselling, 3 years Financial Planning.
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Geoff Rees works for Merideon Wealth Strategies.
Geoff Rees is listed as Senior Financial Planner at Merideon Wealth Strategies.
AeroLeads has found 2 work email signals at @merideon.com.au for Geoff Rees at Merideon Wealth Strategies.
Geoff Rees is based in Greater Perth Area, Australia while working with Merideon Wealth Strategies.
Geoff Rees has worked for Merideon Wealth Strategies, Lighthouse Financial Planners Mandurah And Rockingham, Infocus Money Management, Qwest Financial Strategies, and Scuba Futures Pty Ltd.
Geoff Rees's colleagues at Merideon Wealth Strategies include Jamie Woolley, Elizabeth Harrison, Tegan Flynn, Brenton Sharpe, and Andrew Britton.
You can use AeroLeads to view verified contact signals for Geoff Rees at Merideon Wealth Strategies, including work email, phone, and LinkedIn data when available.
Geoff Rees holds Bpe Dip Ed Dip Fs(Fp), Education, Financial Planning from The University Of Western Australia.
Geoff Rees is listed with skills including Investments, Financial Advisory, Strategic Financial Planning, Financial Services, Superannuation, Financial Planning, Pensions, and Retirement Planning.
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