About Us - Taree

With more than 34 years experience in the financial planning industry, Forum Financial Services principal, Geoff Bush has a well-earned reputation with clients and industry colleagues as an astute, reliable and forward thinking adviser. Geoff has assembled a team of like-minded people at Forum Financial Services, with the skills and knowledge to ensure every client is offered professional, personalised service and financial planning advice tailored to meet their specific needs and circumstances.

The numerous new clients referred to Forum Financial as a direct result of recommendations from current clients is testimony to the professional, efficient service we provide.

Geoff Bush ADFP - Financial Planner - Diploma of Financial Planning & Member of the Financial Planning Assoc. 
With 34 years experience in the financial planning industry, company principal Geoff Bush, has a well-earned reputation with clients and industry colleagues as an astute, reliable and forward thinking adviser. 
Contact Geoff g.bush@forumfinancialservices.com.au

Kristin Main ADFP – Financial Planner - Advanced Diploma Financial Services (Financial Planning) 
Kristin has been a Financial Planner since 2011 and Financial Planning experience since 2006. Kristin can provide you with strategic advice and can help you identify the types of services and products that will be appropriate to meet your financial goals.
Contact Kristin  k.main@forumfinancialservices.com.au

 

You can find us at:

 

41 Crescent Avenue
Taree   NSW   2430
T  02 6551 0511
F  02 6551 0775
taree@forumfinancialservices.com.au