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The Late Geoff Orr

In memory 6 Oct 1955 - 22 Oct 2019

I’ve helped people manage their money for nearly 40 years, holding a number of senior management roles, most recently with Suncorp and MLC – and have been an adviser for over 18 years.

Brisbane Money Management work with 40-50 year olds and their families to answer their central question: How do I get control over my money so that I can enjoy life rather than it being a constant struggle? We use a 4-step process to develop an easy to understand money management map that will take you from where you are now to all the places you want to go, making your tomorrow easier than your today. Then, we work with you to keep you on track to make sure you get there.

I look forward to working with you and your family. Please watch this short video so you know who I am before we meet.

My educational qualifications and professional affiliations are:

Diploma of Financial Planning from the Financial Planning Association of Australia and Deakin University
Bachelor of Science (Hons) in Chemistry and Business Administration
Associate of the Financial Planning Association of Australia

Sandra Goodwin

The Boss

sandra@brismm.com.au

(07) 3260 7700

Sandra has held this role with the Brisbane Money Management team since 2009 when Geoff added the Nundah office to the business. She is responsible for the Client Services team and the tremendous support they provide our clients.

Sandra is based at the Nundah Office and will be the person who most often answers the phone when you call. Sandra has more than 15 years in the financial planning industry, starting her career as an office and administration manager with CUA Financial Planning in 2000 before becoming an integral part of the BMM service team in 2009. She has been working with the Brisbane Money Management clients at the Nundah office for longer than Geoff!

Tristan Gamack

Financial Adviser

tristan@brismm.com.au

Tel: (07) 3260 7700

I started at BMM in 2009, applying for a casual role as a front desk administration assistant just after I started uni. In 2012, I graduated with a bachelor’s degree in Finance and International Business and was I was offered a full time job at BMM as a ParaPlanner. In this role I worked closely with Geoff to research, model and prepare financial plans for our clients.

In 2015 I became a qualified financial planner and have since furthered my studies including Advanced Diploma in Financial Planning, SMSF Accreditation and Corporations Law. Looking forward, I am completing the Ethics and Professionalism subject to comply with FASEA and will be sitting the FASEA exam in February 2020.

Outside of work I enjoy sailing, cycling, watching cricket and spending time with my fiancé, son Birt (Budgie) and daughter Abbie (Border Collie).

Will Powis

ParaPlanner

goldservice@brismm.com.au

Tel: (07) 3260 7700

I started at BMM in February 2018, while studying at Bachelors degree in commerce, majoring in financial planning.

I graduate in March 2020 and following a trip away, look forward to continuing my learning with BMM in a full capacity.

TEAM