about geoff kelly
Partner, Life Risk Specialist
The Fun Stuff:
Geoff brings the grey hair factor to the Money Mechanics team! A country boy at heart I am an active member of Bungendore Rotary Club as well as being a doting Grandfather.
When I am not focused on helping clients to build back up plans and protection strategies and keeping Scott on his toes I enjoy spending time at home tending my paddocks on our property near Bungendore and enjoying quality time with my wife Kath.
The Serious Stuff:
Geoff has been in the financial services industry since 1989 in various roles from business banking to specialist financial advice. Geoff is an Authorised Representative (ASIC No. 283295) of PATRON Financial Advice AFSL 307379.
During his career Geoff has advised clients from all walks of life on cash flow management, wealth creation, maximising centrelink benefits in retirement, personal insurances and estate planning strategies as well as corporate and personal superannuation.
Geoff holds the Diploma of Financial Services (Financial Planning) and is a risk specialist.
