In his role, Geoff is responsible for over 1,200 financial advisers, Australia’s largest retail super fund ($80bn of FUM) and Asset Management (AUM of $199bn), and will lead MLC Wealth towards separation from the National Australia Bank (NAB).
Geoff will also take the lead in helping MLC Wealth’s one million customers plan for and live well in retirement.
Prior to joining MLC Wealth, Geoff was CEO and Managing Director of Perpetual Limited, where he and his senior leadership team successfully delivered Perpetual’s strategy designed to simplify, refocus and grow the company.
Prior to that, he held a number of senior roles at BT Financial Group and St George’s Wealth Management business including, Group Executive, Wealth, General Manager, Advice and Private Banking and Chief Legal Counsel.
He is the Chair of the Financial Services Council, an Advisory Board member of The Big Issue, and the Patron of the Financial Industry Community Aid Program (FICAP). He is also a patron of the Emerge Foundation, a signatory to the Banking and Finance Oath, and the Chair of the University of Technology Sydney Law Advisory Board.
Geoff has over 20 years’ experience in the financial services industry and has an extensive understanding of the industry and demonstrated leadership skills.
Geoff has a Master of Laws (Distinction) from the University of Technology Sydney and has completed the Harvard University Advanced Management Program.