2M Financial Group Pty Ltd

Suite 2,6-7 Gurrigal Street, Mosman, NSW, 2088

phone 1300 792 818

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Our team

Jon Francis
Financial Planner

Jon started his career in the Financial Services industry in December 1997 and has been a planner with PATRON since March 2008. Since 1997 he has worked solely as a Financial Planner & now has a considerable client base of wealth accumulators & pre-retirees advising clients on personal insurance, investments, superannuation & retirement strategies. Jon prides himself on providing excellent customer service.


Geoff Maunsell
Financial Planner

Geoff has over 25 years experience in the Financial Services Industry. He previously worked as an Insurance underwriter and product analyst in both the Australian retail and wholesale insurance markets, giving him unique insight into the personal insurance market. Since 1998, Geoff has operated his own business specialising in personal insurance where he provides tailored solutions to match the needs of his clients with the appropriate mix of Life, Trauma, Income Protection and Total and Permanent Disablement insurance. Geoff holds a Diploma of Financial Services in Financial Planning, Advanced Diploma in Financial Planning and is currently undertaking his Graduate Diploma in Financial Planning.


Andrew Yeates
Financial Planner

Services

Financial Advice

Wealth Management

Investing

Insurance

Debt Management

Superannuation

Retirement Planning

Estate Planning

Self Managed Super Funds

Gearing

Direct Equities

MIS AGRI

TASA Services