A founding partner at Matthews Steer, Senior Principle Geoff Steer is an authorised representative of Australian Unity Personal Financial Services Ltd and is our Senior Adviser in the Private Wealth Team. Geoff provides holistic financial services for professional, executive and small business clients, and helps them achieve their goals and long-term financial security.
With more than 40 years as an advisor, business owner and personal investor, Geoff brings a wealth of practical experience to the table with every client interaction.
Geoff’s knowledge of taxation matters combined with his wealth management and financial planning skills have made him a trusted advisor to many professional, executive and small business clients.