Geoffrey Oberg

Geoff has 42 years experience in the provision of financial/accounting advice and 23 years experience in the provision of Financial Planning advice. Geoff attained his Bachelor of Commerce from the University of Queensland in 1982. He became a Certified Practicing Accountant (CPA) in 1990 and attained his Financial Planning Specialist designation (FPS) in 2007 from the Australian Society of CPA's. Geoff also holds a Diploma in Financial Planning, is a Registered Tax Agent and Justice of the Peace (Qual).

Early in his career Geoff worked as a research analyst and then a fund manager for a large Australian insurance company. He then joined an international bank and worked in their financial markets dealing room for 19 years in both Melbourne and Sydney. In 2001 Geoff moved back to Queensland becoming the Financial Planning Partner in a medium sized Accounting practice on the Gold Coast. The Accounting practice was sold in 2017 and Geoff is now providing Financial Planning services as an Authorised Representative (AR 232126) of Loyalty Financial Services Ltd (AFSL 227096). The practice specialises in providing advice regarding investments, superannuation and self-managed super funds (SMSF). Geoff is focused on ensuring clients are treated as individuals and that each Financial Plan provides a roadmap to achieve the personal financial goals of the client.