Geoff was appointed General Manager, NAB Financial Planning in July 2007. In this role he is responsible for the performance and development of the salaried Financial Planners operating within NAB. Geoff has worked in wealth management for more than 18 years and was most recently Head of Financial Planning, Retail Bank. As the GM of NAB Financial Planning, Geoff has been instrumental in the business' transition to fee-for-service. NAB Financial Planning has built strong relationships helping to drive the team's achievements and the business has grown significantly to be strongly positioned to contribute to MLC & NAB Wealth's success.
Prior to this, Geoff headed up the Wealth Management operations at Bank of New Zealand for two and a half years as General Manager of Insurance and Investments. He was also CEO of Advance MLC, establishing and operating the start-up Life Insurance and Funds Management businesses in Thailand.
Before that, Geoff spent many years in superannuation including having responsibility for MLC's Superannuation and Income Stream Platform offers, as well as completing other assignments in Asia.