Geoff has been involved in the Financial Services Industry for over 25 years. His roles have encompassed management, marketing, advising, training and compliance. He advises financial planning groups and accounting groups on strategic development and fund raising.
Geoff holds a Diploma of Financial Planning and is a Certified Financial Planner (CFP). He also is a Fellow of the Australian Institute of Company Directors (FAICD). He is a member of the FPA (Financial Planning Association).
Geoff designed and managed the development of Strategy Portfolio Limited, a Master Trust distribution company achieving $550 million of client Funds Under Management within 3 years. He was Managing Director of Australian Financial Services Limited for 8 years, having built the financial planning dealer group from concept to a national network of 60 adviser practices and 115 advisers.
In 2011, he grew his Consulting business to focus on licensing services for Australian Financial Services Licences and the establishment and management of small investment funds. He has chaired the Compliance Committee of a Registered Scheme for a Property Funds Manager.
Geoff holds an Estate Agent's Licence in Victoria and is the Officer in Effective Control for Newhaven R.E’s Licence.
Prior to joining Newhaven R.E Don was Head of Residential Property with William Jack Real Estate, a part of the A Better Choice Financial Group. He has also worked as Sales Manager with national property providers Premium Financial Group and as Sales Director with Ray White Real Estate.
Don held Senior Management and Operation roles in telecommunications industry over 12 years through 1992 to 2004. Part of these roles comprised management of extensive commercial property portfolios for a range of National telecommunications companies.
Don was raised as a part of the family transport company Picton Coaches and Logistics, which has been a successful family enterprise for over 50 years.
Don holds a authority to operate as an Agent’s Representative in Victoria under Newhaven R.E Pty Ltd.