Geoff Rees

Senior Financial Planner at Merideon Wealth Strategies - Coodanup, WAU, AU

Geoff Rees's Contact Details
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Merideon Wealth Strategies
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Merideon Wealth Strategies

Coodanup, WAU, AU • 20 - 49 Employees
Financial Services

Merideon is an award winning Financial Planning & Mortgage broking firm based in Mandurah WA, working closely with clients to Enrich Tomorrow providing holistic financial advice and coaching.Our mission is to provide personalized, inspired strategies to improve and simplify our clients financial future.Our team of advisers are specialists in their fields but work together to deliver the best results for our clients.Whether you're a business owner, young family, SMSF trustee, retiree or preparing for retirement, Merideon can help build and protect your hard earned money.You can be sure your future is in good hands with Merideon being consistently recognized in the top positions in leading industry awards. As well as being locally owned and operated, Merideon chooses to be licensed through Infocus Securities Australia Pty Ltd, one of Australia's leading Financial services licensees.Merideon Pty Ltd (ABN 53 137 344 408), Trading as Merideon Wealth Strategies: Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 Australian Credit Licence and AFSL No. 236523.

SMSF Advice FIFO Families Personal and Business Insurance Retirement Planning Money management Corporate Super Business Planning Key person insurance Debt reduction strategies Business Succession Planning
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Geoff Rees currently works for Merideon Wealth Strategies.
Geoff Rees's role at Merideon Wealth Strategies is Senior Financial Planner.
Geoff Rees's email address is ***@merideon.com.au. To view Geoff Rees's full email address, please signup to ConnectPlex.
Geoff Rees works in the Financial Services industry.
Geoff Rees's colleagues at Merideon Wealth Strategies are Elizabeth Harrison, John Kamau, Jamie Woolley, Tom Crossen and others.
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