Geoff Greetham brings more than 35 years’ experience in financial services to Akambo. His career spans 14 years in corporate and business banking with ANZ in Australia and Germany, followed by roles with Arthur Andersen’s Global Corporate Finance division and a tenure as Head of Research at First Samuel. There, he led small-cap (ex-ASX 100) research alongside business development and compliance.
At Akambo, Geoff applies this breadth of experience to transparent, disciplined investment management that helps clients protect and grow their wealth. “I’m a bit investment-obsessed,” he says. “I read widely about markets and I’m always tracking companies and how they’re performing.” He’s motivated by solving financial problems—sometimes the ones clients don’t yet realise they have—and by managing money “the way it should be managed.”
Away from work, Geoff once had a brief spell playing football for St Kilda. These days it’s early-morning swims, a good novel, and long walks with his family.
Geoff’s qualifications include:
Bachelor of Economics from Monash University
Certified Practicing Accountant, CPA Australia (CPA)
Certified Financial Planner, Financial Planning Association (CFP)
SMSF Specialist Adviser, SMSF Association (SSA)
Focus on growth, not investment administration. Our managed account solutions give you time to nurture your clients and grow your business.
Active asset allocation, high-quality investments and disciplined risk management across diversified portfolios.
Portfolios tailored to your firm, backed by proactive communication.
Clients retain direct ownership of investments. Complete transparency and dependable communication.
A disciplined process and an investment team managing portfolios since 2007.
We partner with advice firms ready to scale with a smarter investment solution for their clients.
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