|Name||Geoffrey Greetham, CFP®|
|Address||12 Eddys Grove
Bentleigh, VIC 3204
|Phone||(03) 8623 3378|
|Mobile||0417 032 335|
My name is Geoff Greetham and I have over thirty (30) years' experience in the finance and investment industries, encompassing senior positions in ANZ Bank and Arthur Andersen.
I founded Accordius in 2007 in partnership with the firm of KordaMentha. Accordius is a private client wealth management business, providing an integrated financial advice, portfolio management and administration service.
The business has a particular expertise in Self Managed Superannuation Funds (SMSFs), extending from strategy advice to ongoing management.
My qualifications include:
- SMSF Specialist Advisor™, SMSF Association;
- Certified Financial Planner, Financial Planning Association; and
- Certified Practicing Accountant, CPA Australia.
I have also previously been Head of Research at a portfolio manager prior to establishing Accordius where I was responsible for aspects of their investment performance.