Financial Adviser@ PSK Private Wealth
Greater Sydney Area
Geoff Colman
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Tell me more about Geoff Colman?
FlashIntel GPTGeoff Colman is a highly experienced financial planner with over 30 years of expertise in the superannuation and insurance industry. He joined PSK Financial Services as a financial planner in 2007, providing fee-based advice to clients. Geoff's advice focuses on advising clients on their aspirations, risk appetites, and investment preferences. He has strong relationships with other professionals, providing access to a network of specialists offering accounting, tax, legal, and estate planning, stock broking, finance, and lending services. Geoff's specialties include corporate superannuation, risk management, retirement planning strategies, and budgeting.
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About
Geoff has served over 30 years in the superannuation and insurance industry in management and consulting roles. He joined PSK Financial Services as a financial planner in 2007. Geoff delivers fee based advice to help his clients develop financial plans for the medium to long term. His advice takes into account his clients' aspirations, risk appetites and investment preferences. Geoff has strong relationships with other professionals, giving him access to a network of specialists offering accounting, tax, legal and estate planning, stock broking, finance and lending services. Specialties: Geoff’s area of expertise include: corporate superannuation, risk management, retirement planning strategies and budgeting.
...See MoreWork Experience
Financial Adviser
Financial Services
Geoff Colman's Professional Milestones
- Administration Manager (1986-07-01~1996-12-01): Successfully implemented streamlined processes, enhancing efficiency and productivity throughout the organization.
- Financial Adviser (2007-12-01~): Providing personalized financial advice to clients, improving their overall financial performance and financial performance.
Education
(taxation Planning,
Estate Planning,
Advanced Investment Planning,
Financial Advice Construction)
2009-2010Skill
Superannuation
Financial Planning
Saving For Education
Certification
Colleagues
John Zisis
chief human resources officer at psk private wealth
Tony Fusca
General Manager | Relationship Manager | Account Manager | Financial Planning business and customer support | Helping grow and optimise Financial Planning partnerships
Stephane Kipre
business owner chez psk financial services
Christopher Lioutas
Chief Investment Officer
John Zisis
chief human resources officer at psk private wealth
Other Named Geoff Colman
Frequently asked questions
We found 2 Geoff Colman's email addresses
Geoff Colman works for PSK Private Wealth
Geoff Colman's role in PSK Private Wealth is Financial Adviser
Geoff Colman works in the industry of Financial Services
Geoff Colman's colleagues are John Zisis,Tony Fusca,Stephane Kipre
Geoff Colman's latest job experience is Financial Adviser at PSK Private Wealth
Geoff Colman's latest education in Kaplan Professional
