GEOFF MORRIS CPA
Geoff Morris is a member of the Institute of Chartered Accountants in Australia. He joined Billings and Ellis in 2005 after spending five years in audit at KPMG including a secondment to the London office in 2004. “Working in London for KPMG was an exciting time for me professionally, and it certainly broadened my horizons. I was inspired to follow my father’s vocation by becoming an accountant in the first place, but it became important for me to prove my professional skills at an international level before I felt ready to settle down in South Melbourne and join Graham as a director of this long-established firm.”
Geoff is immensely experienced in audit, taxation, and compliance, and also specialises in superannuation, investment and personal wealth creation.
Away from the office, Geoff enjoys golf and spending time with his family. “I’m married to a professional accountant and we have children at school, so I can fully appreciate the juggling involved in balancing the needs of the present with the desire to provide well for the future. It’s all doable.”
“Helping clients along the road towards personal wealth, and ultimately into a position of financial security and independence, is one of the most satisfying aspects of my profession. It’s never too soon to begin. The earlier people get started, the easier it is to realise their financial goals, and the more ambitious these goals can be,” Geoff said. Geoff is a CPA member, holds a Public Practicing Certificate, and is an Authorised Representative of CPA Australia Advice.
“Self-managed superannuation funds are a key opportunity among today’s strategies for personal wealth creation. Fixed set-up and administration fees for SMSFs, such as those offered by our firm, mean that almost anyone can viably free themselves from the status quo of institutional superannuation fund management, and take control of their own future-focused investment portfolio,” said Geoff.
A keen runner and marathon competitor, Geoff recently participated in the 100km Oxfam event in Taupō, New Zealand.
Email Geoff directly or call 03 9699 8244.