Geoff O'Neil - CFP Dip FP, Managing Director

Areas of Practice:

• Superannuation & Retirement Strategies
• Investments
• Risk Management
• Estate Planning

Geoff has considerable experience in the financial services industry, following early training as an Accountant in Industry. Geoff joined the financial services industry in 1973 in Superannuation Administration with National Mutual (AXA). He filled varied positions from Administration, Adviser to major Corporate Clients to Senior Management positions in three states. In 1989, Geoff left the corporate world to establish a private practice in financial planning. His key focus then, as now, was to provide clients with strategic planning advice and to ensure financial independence and risk management issues were addressed.

He has proven skills in the areas of:

• Superannuation and Retirement Strategies
• Wealth Creation Strategies
• Risk Management
• Investment Management

Geoff holds a Diploma in Financial Planning issued by the Financial Planning Association of Australia (FPA) in conjunction with Deakin University and has completed a Certificate of Superannuation Management issued by the Association of Superannuation Funds of Australia (ASFA) in conjunction with Macquarie University. He also holds the international designation of Certified Financial Planner (CFP) practitioner.

Geoff is a Certified Financial Planner (CFP) member of the Financial Planning Association of Australia (FPA).

Geoff provides financial planning advice as an Authorised Representative (No. 223022) of Financial Planning & Life Pty Ltd, the holder of Australian Financial Services License (No. 221629). Geoff is also a Director and Shareholder of Financial Planning & Life Pty Ltd.

Geoff is also a sports enthusiast and enjoys golf and tennis (participant) and football, now as a spectator.

With over 30 years knowledge and expertise, combined with professional qualifications in Financial Services, Geoff gets the right answer.

E-mail: geoffo@advantageone.com.au

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