Geoff Burt

Financial Planner, VIC

 

Phone: 1800 093 074

Email: enquiries@bridges.com.au


About Geoff

Geoff is a Financial Planner for Bridges Financial Services covering the Melbourne area.

Since starting in the industry in 2000, Geoff has helped his clients comfortably retire, enjoy dream holidays and buy or renovate their forever home. 

He is passionate about working with clients through their different life stages and giving them the guidance to help them achieve their financial goals. 

Education and Experience 

Geoff holds the following qualifications:

  • Certified Financial Planner (CFP®) 

  • Bachelor of Business (Banking and Finance), Arts

  • Graduate Diploma, Applied Finance and Investment 

  • Graduate Diploma, Financial Planning 

Awards and industry recognition

  • Investment Adviser of the Year 2015 – National Australia Bank

What my clients say

“Geoff provides great service and is always helpful when I need advice. He is always available and has helped me a lot over the years which I’m very grateful for.”

Outside of work

Geoff is married with two children and in his spare time enjoys cooking and eating Thai food, exercising and having beach holidays.

Let's talk

When it comes to your goals, it helps to talk about them, think about them, and, most importantly, dream a little. Start a conversation with Bridges today.