Financial Adviser · MOSMAN, NSW

Geoffrey James Maunsell

MOSMAN, NSW

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 000253338

Currently at

2m Financial Group

Bella Vista, NSW (firm address)

View firm profile

Geoffrey James Maunsell is a financial adviser based in Mosman, New South Wales, with 28 years of experience in the financial services industry since 1998. Geoffrey is currently authorised under Templestone Financial Services, operating through 2m Financial Group. Geoffrey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Geoffrey's qualifications include a Graduate Diploma of Financial Planning from KAPLAN. Geoffrey is a member of Tax Practitioners Board.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Excluding Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Services

Tribeca

2015

Advanced Investment Planning

Mentor Education

2016

Advanced Diploma of Financial Planning

Mentor Education

2016

Self Managed Superannuation Fund Adviser (Personal Advice)

Mentor Education

2022

Graduate Diploma of Financial Planning

KAPLAN

Registration History

Templestone Financial Services Pty Ltd

Dec 2025 - Present Current

Excluding Margin Lending

Infocus Securities Australia Pty Ltd

Dec 2018 - Sep 2022 Ceased

Direct Equities excludes direct equities advice

Alpha Investment Management Pty Ltd

Sep 2010 - Apr 2019 Ceased

Direct Equities - excludes direct equities advice

Source: ASIC Financial Advisers Register