Geoffrey Greetham, CFP®

Name Geoffrey Greetham CFP®
Company Accordius Pty Ltd
Address Eddys Grove
Bentleigh, VIC 3204
Phone 0417032335

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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