The Financial Planning Association of Australia The Financial Planning Association of Australia

Geoffrey Greetham, CFP®

Name Geoffrey Greetham, CFP®
Company Accordius
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.

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