Talk to us, call:
0439 576 934
I act with integrity and provide a pathway to help you:
- Superannuation
- Self-Managed Super Funds
- Create Wealth
- Protect Wealth
- Plan for Retirement
- Personal Insurance
- Estate Planning
- Purchase and Finance a motor vehicle
- Purchase or Refinance a home or investment property
Geoff McIlveen
- Phone: 0439 576 934
- Fax: 07 3256 4277
- gmcilveen@ambwealth.com.au
Qualifications
Diploma of Financial Planning
Advanced Diploma of Financial Planning
Services
Geoff has been in the financial services industry for over 18 years. During this time he has worked for a number of financial institutions and financial advisory firms in various roles. This exposure has allowed him to gain valuable experience in all facets of the financial services industry enabling him to help people achieve their financial goals wherever they are in their financial life cycle. As such Geoff believes in a holistic approach to his financial advice. He believes in forming partnerships with his clients to achieve long term, sustainable financial freedom.
His advice incorporates wealth accumulation, superannuation, retirement planning, pensions, personal insurance and assistance in estate planning.
Core Values
Geoff is married with 4 children, his family is important to him which in turn sees him passionate about achieving financial freedom for his customers families.
He loves sport, in particular rugby league and enjoys a game of golf (usually once a year!).