I have grown up in a strong financial planning environment where my father, Ron Geffin, through his passion, integrity and trust, ignited my interest in money management from a very young age.
Since completing my Bachelor’s degree in 2008, I have been part of the financial planning industry. My diverse and in-depth experience has included working for Macquarie Bank and closely with a number of boutique firms via my own financial planning service business.
Upon identifying a gap in the financial planning market whereby there were very few individuals who could marry financial advice and technology, I commenced operating my own consultancy business in 2011. My business offering included services to boutique high net wealth firms on areas including practice management, systems and client related strategies.
Through this business I realised that my passion lay working directly with clients, taking a hands on approach and being actively engaged with and part of their financial journeys. This led me to joining Ron at Core Private Wealth, where as a director and adviser, I will continue to engage my passions in assisting clients achieving their ultimate financial goals.
From an education perspective I have obtained a Bachelor of Commerce (Accounting) and Applied Finance, as well as a Diploma of Financial Services (Financial Planning).
My major passions outside of work include photography and travel. I have been enormously fortunate to have adventured through 60 countries around the world over the last 12 years. Prior to joining Core, I purchased a 4×4 vehicle in Chile and went on a 33,000km, 15 month self-guided adventure through South America, an experience of a lifetime. It was through my travels that I developed an interest in photography, a hobby I enjoy sharing with my father.
Being a tragic sports fanatic I enjoy playing and watching sports including golf, cricket, AFL, rugby union and soccer.
I look forward to welcoming you to our business and sharing in your journey.