Geraldton Greenough Financial Services
We provide a full range of financial planning, taxation and legal services to all of our clients. We have access to a huge reservoir of technical expertise and practical experience dealing with a wide range of areas. These include investments, risk insurance, superannuation and self-managed superannuation, estate planning, retirement and aged care planning, business advice and inter-generational financial planning.
Client Focus
We continuously and proactively look for ways to improve our clients’ wealth, financial health and retirement planning, with all things being done in the pursuit of our core focus of enhancing client’s financial profile.
Ethics-based
Our aim is to work in your best interests. We are actively committed to a code of ethics designed to achieve best practice in financial planning. We emphasise and prioritise your rights and entitlements as our client at all times.
Our Services
Meet Our Team
Team Leader
The Team
Kelly Greenaway
Financial Adviser/ Support Officer
Kelly completed her Advanced Diploma of Financial Planning and became an adviser in 2017.
She has been with Geraldton Greenough Financial Services since 2012. Kelly’s previous roles in tourism management and Librarian of Heritage Services has given her a strong foundation in research, management and strategy development.
Kelly was born, and has always lived, in Geraldton. She understands the challenges local people face and appreciates the amazing opportunities (and climate) living in Geraldton brings. Kelly and her partner have raised 2 children and enjoy the coastal lifestyle.
Kelly loves helping people achieve their goals. She finds financial planning a rewarding career, as no two situations are the same. Having the knowledge and expertise to help people have financial piece-of-mind and decipher the complexities of the finance world is a challenge she is looking forward to achieving for her clients.
Kelly Greenaway is an authorised representative (1256040) of Sentry Advice Pty. Ltd (AFSL 227748)
Jeffrey Tubby
Senior Financial Adviser
Jeff has more than 29 years’ experience in the financial service industry and is qualified in the areas if Investment Planning, Risk Management, Superannuation and Retirement planning.
Jeff was born in Morawa, 2 older brothers and sister, lived early years on family farm at Morawa. Jeff went to school in Morawa and at Swanleigh in Middle Swan.
Jeff has worked as a farmer, shearer, mulesing contractor, plant operator on mining operation, real estate sales rep and now an insurance adviser.
Married to his wonderful wife Leonie with two boys and one grandchild.
Melissa Hood
Financial Adviser/ Support Officer
Melissa was born and raised in Geraldton, Western Australia. She has spent a few years living in Kununurra and Darwin when she was younger.
Melissa attended Mount Tarcoola Primary School, John Wilcock and Geraldton Senior College until the end of year 11 during her schooling years.
Melissa is married and together with her husband they have two beautiful children – Christopher and Mia
Melissa has been working at Geraldton Greenough Financial Services for 6 years now and during that time, whilst having children in the mix, has completed her Diploma of Financial Planning in 2012, and completed her Advanced Diploma of Financial Planning in 2015. Melissa is also qualified to provide advice in Self-Managed Superannuation Funds and is registered as a Tax (Financial) Adviser with the Tax Practitioners Board.
Melissa became an Authorised Representative in December 2015 and has built up a clientele with some wonderful clients.
Gaining clients’ trust is very important and it’s something she strives to make sure happens with the client’s she deals with on a day to day basis. She feels the biggest reward from this industry is being able to help set up someone’s financial future so they can have a happy, healthy and prosperous retirement
Jennifer Aldrick
Financial Adviser/ Support Officer
Jennifer joined the Geraldton Greenough Financial Services team in 2010 and has completed her Advanced Diploma of Financial Planning and is now a Financial Adviser.
Jennifer lived in Wongan Hills until she was 10 years old and then moved to Geraldton, she has completed Year 12 at Geraldton Senior College and went on to study her Diploma of Community Services and Youth Work before starting at GGFS.
Jennifer is married with three beautiful daughters. Jennifer strives to be friendly and approachable with no question or task too big. Jennifer can help you develop a customised financial plan to help secure your financial future. Jennifer specialises in Super Consolidation, Centrelink & Retirement Planning.
Sherri Orchard
General Insurance Officer/ Receptionist
Sherri started at GGFS at the end of January 2016 and has enjoyed the great learning experience.
Sherri spent her primary school years in Northam, otherwise a Perth born and bred girl. Sherri graduated in 1989 and then worked at Westpac for 10+ years before getting married in 1998. Sherri moved to Busselton in 1998 to start her family. She was in Busselton for 11 years before moving to Geraldton.
Sherri has 3 awesome kids, and has been married to Bevan for over 19 years.
Useful Resources
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Commonwealth Stimulus, Phase Two
A Time for Stimulation
Time is the investor’s friend
Black Swans