Geof Marsh

Geof Marsh

Wealth Manager

Location
Sydney, Australia
Industry
Financial Services

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Geof Marsh's Overview

Current
Past
Education
  • Mentor Education
  • International Institute of Technology
  • International Institute of Technology
  • International Institute of Technology
  • Australian Investment Planners Association
  • Newcastle-upon-Tyne, Hamburg, Lausanne
  • Canon Slade Grammar School
Connections

500+ connections

Geof Marsh's Summary

Geof was educated in Lancashire, England, before studying for an honours degree in economics and applied languages (French and German) in Newcastle-upon-Tyne, Hamburg and Lausanne.
Geof first qualified as an 'Australian Certified Investment Planner' with distinction in 1986 and has developed a thorough knowledge of the investment, superannuation and insurance industries working in a number of sales & marketing roles with key domestic and international financial services groups. Geof was Manager - Investment & Insurance Services with HSBC Bank Australia, and, more recently, was National Account Executive with Morningstar Research - providing data, information and qualitative research on managed funds and shares to a wide range of institutional clients.
Specialties: Investment, Superannuation and Retirement Planning, Managed Funds, Fractional Property Investment, Direct Equities, Exchange Traded Funds, Margin Lending, Insurance and Risk Management, Self-Managed Superannuation Funds, and International Pension Transfers.

Geof Marsh's Experience

Wealth Manager

GPS Wealth Ltd

Public Company; 11-50 employees; Financial Services industry

August 2013Present (1 year 3 months) Sydney, Australia

GPS Wealth is all about making a difference in the lives of its advisers, referral partners and their clients through simple steps to business and financial success. GPS Wealth is a specialist financial services licensee based in Noosa, Queensland and provides best practice tools and resources to both referral partners and its financial advisers to enable profitable and successful business partnerships.
What makes GPS Wealth different from most other advisory groups is that the business has been developed by successful accountants and advisers for accountants and advisers.
Adhering to the highest business ethics and placing clients' needs as the most important priority by delivering the highest possible quality financial advice to people throughout Australia, our aim is to establish ourselves as one of the leading independently-owned Australian financial services licensee groups.
www.gpswealth.com.au

Institutional Sales Consultant

First Dollar Software

Privately Held; 1-10 employees; Financial Services industry

January 2011Present (3 years 10 months) Sydney, Australia

First Dollar™ was founded by Richard Davis, who was previously deputy managing director of listed investment publisher Huntleys’ Business Network when it acquired an interest in Aspect Financial and was ultimately purchased by Morningstar. Surprised that there was no widely available service for measuring true investment performance and financial returns in an easy and automated fashion, Richard’s original thoughts as an equity analyst about this functionality morphed into the services that are now offered by First Dollar Software to all investors, advisors, banking and funds management groups, administration platforms as well as on-line broking services across the Australian and international investment markets.
www.firstdollar.com.au

Consultant

Decinar Pty Ltd

Professional Training & Coaching industry

June 2011August 2013 (2 years 3 months) Sydney, Australia

Decinar™ was created by Dr. Ian McLean and currently offers a series of ten web-based seminars as a program of inspiring leadership for aspiring people. These ‘webinars’ commence with “Resilient Optimism”, and build on maximising personal strengths, instilling modern leadership values, understanding different personality types, nurturing authentic relationships, assertiveness and negotiation skills and developing winning leadership strategies. Responsibilities include the formulation of a business development plan and implementation of a sales strategy to provide web-delivered seminars to institutional businesses who want to improve the quality and effectiveness of important personnel. This includes large banking and funds management groups, as well as leading financial advisory groups and educational institutions.
www.decinar.com

National Account Executive

Morningstar

Public Company; 1001-5000 employees; MORN; Financial Services industry

April 2003December 2010 (7 years 9 months) Sydney, Australia

Morningstar, Inc., a listed company on the NASDAQ since May 2005, is a leading independent provider of data, information, content and research on managed funds and equities globally - in print, in software tools and via the Web. Taking a great deal of pride in Morningstar's rise to success in the Australian market, Geof was awarded Morningstar’s “Outstanding Salesperson of the Year” in 2007.

National Account Manager - Dealer Groups

IOOF Investment Management

Public Company; 1001-5000 employees; Financial Services industry

April 2002February 2003 (11 months) Sydney, Australia

Reporting to the Head of Retail Investments, responsible for preparing and collating detailed account plans for selected national advisory groups for the business development team to promote IOOF-Perennial's range of investment trusts.

National Sales Manager

Rural Funds Management

Privately Held; 11-50 employees; Investment Management industry

October 2001April 2002 (7 months) Sydney, Australia

Reporting to the Managing Director, managed a small sales and marketing team promoting RFM's agricultural investment trusts to financial advisors and accountants.

State Manager, NSW/ACT

Connelly Temple Limited

January 2001October 2001 (10 months) Sydney, Australia

Reporting to the General Manager - Marketing at Royal & SunAlliance Financial Services, managed the state sales and marketing team distributing Connelly Temple Superannuation Administration and technical services to external financial intermediaries.

Manager Investments & Insurance

HSBC Bank Australia

Public Company; 10,001+ employees; HBC; Financial Services industry

July 1995January 2001 (5 years 7 months) Sydney, Australia

Reporting to the Head of Financial Services responsible for training of staff and distribution of investment and insurance products throughout the branch network, Direct Banking Centre (including Margin Lending) and HSBC Financial Planning nationally.

Geof Marsh's Organizations

  • Australian Institute of Management

    Member
    • November 2013 to Present

    AIM QLD NSW ACT NT was created in June 2013, after an historic vote of the Members to combine two existing Divisions of AIM (AIM QLD & NT and AIM NSW & ACT) into one entity. In doing so, it brought together over 9,500 Personal Members and 1,500 Corporate Members, including most of Australia’s leading companies.For more details visit: http://www.joinaim.com.au

Geof Marsh's Volunteer Experience & Causes

  • Volunteer Experience

    • Policy Panelist

      City of Canada Bay "newDEMOCRACY"
      • Education
      March 2014 October 2014 (8 months)

      The newDemocracy Foundation believes there is a better way to do democracy.
      People want to be participants in politics, not just polarised voters in adversarial contests.
      The research evidence is compelling- trusted outcomes are achieved when a diverse
      and representative group of citizens, randomly selected, deliberate together.
      We don't need better politicians. We need a better system.

  • Volunteer Interests

    • Causes I care about:

      • Children
      • Education
      • Environment
      • Human Rights
      • Politics
      • Poverty Alleviation
    • Organizations I support:

      • World Vision

Geof Marsh's Languages

  • French

  • German

Geof Marsh's Skills & Expertise

  1. Superannuation
  2. Insurance
  3. Investments
  4. Equities
  5. Asset Management
  6. Wealth Management
  7. Financial Planning
  8. Sales Management
  9. Retirement Planning
  10. Product Development
  11. Negotiation
  12. Business Planning
  13. Portfolio Management
  14. Strategic Financial Planning
  15. Management
  16. Asset Managment
  17. Financial Advisory
  18. Alternative Investments
  19. Relationship Management
  20. Finance
  21. Business Development
  22. Banking
  23. Retirement
  24. Estate Planning
  25. Investment Management
  26. Leadership
  27. Financial Services
  28. Investment Strategies
  29. Wealth
  30. Investment Advisory
  31. Financial Planners
  32. Pensions
  33. Asset Allocation
  34. Mutual Funds
  35. Financial Markets
  36. Wealth Management Services
  37. Securities
  38. Financial Risk

View All (38) Skills View Fewer Skills

Geof Marsh's Education

Mentor Education

Certificate of Accreditation, Fractional Property Investment

20142014

A solution to the investment markets need for access to direct property exposure by enabling investors to purchase 'fractional interests' in specific properties of their choosing, whilst providing improved equity release for asset-rich, but cash-poor property owners.

International Institute of Technology

Statement of Attainment - Specialist Advisor, Self-Managed Superannuation Funds

20132014

Self-managed superannuation funds; legislation, taxation and investment

International Institute of Technology

Statement of Attainment - Specialist Advisor, Principles of Finance Applications, Margin Lending

20132014

Margin lending, investment gearing

International Institute of Technology

Diploma of Financial Planning, Financial Planning, Investment Planning, Superannuation and Retirement Planning, Risk Management

20132013

Financial Planning, Managed Investments, Securities, Derivatives, Superannuation, Life Insurance

Australian Investment Planners Association

Certificate of Qualification, Investment Planning

19861986

Grade: Australian Certified Investment Planner with Distinction

Newcastle-upon-Tyne, Hamburg, Lausanne

B.A. Honours, Economics & Applied Modern Languages

19771981

Studied at Polytechic of Newcastle-upon-Tyne, University of Hamburg, and University of Lausanne, Switzerland. Worked on international trade fairs in Hamburg and later as a school housemaster in Villars sur Ollon.

Activities and Societies: Captain North East Colleges XI, Member ski club

Canon Slade Grammar School

High School

19701977

Activities and Societies: U15 School Athletics Champion Captain 1st XI Football

Geof Marsh's Additional Information

Interests:

In addition to building better investment portfolios; viticulture, association football, golf, cycling, travel & ski-ing.

Groups and Associations:
Honors and Awards:

Morningstar - Outstanding Salesperson 2007

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