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Our Team

Geoff Taylor

geoff taylorGeoff is a dual qualified financial planner and tax adviser who has extensive experience in advising clients on how  to manage their financial, tax and personal affairs.

Geoff originally worked as a tax accountant with Ernst & Young in the late 1980s and early 1990s.  For a number of years he specialised in the preparation of tax returns for expatriate Australians and Americans.  He became a CPA in 1992 and is also a Registered Tax Agent.

During the last decade he has combined his tax and accounting expertise with financial and investment planning skills. 


In 2006, he became an Authorised Representative of RGM Financial Services Pty Ltd Dealer Group (AFSL 225 074) based in Sydney. 

In 2013, Geoff established Majenda Financial Pty Ltd ANB 64 165 148 587 which is a Corporate Authorised Representative of the Australian dealer group Madison Financial Group Pty Ltd, ABN 36 002 459 001, AFSL 246679.

Geoff specialises in providing integrated superannuation, investment and tax services.  Geoff manages investment portfolios from $100,000 to over $4 million for "accumulators" aged in their 30s through to retirees in their 60s and 70s.

Geoff and his wife, Amanda, are both in their 40s and therefore understand the challenge of balancing the competing objectives of looking after the needs of a growing family whilst ensuring sufficient savings for retirement.  Geoff and Amanda have three boys aged 12, 14 and 15.

Having been a very competitive runner in his 30s, Geoff is now a keen social runner and also enjoys playing golf at his home club of Killara Golf Club and water skiing with his wife and sons.

Geoff's formal qualifications include:

Bachelor of Commerce, University of Newcastle (1985)
Bachelor of Science (Information Systems), UNSW (1990)
Master of Business Administration, Australian School of Business (May 2004)
Diploma in Financial Services (Financial Planning) (2008)
Certified Practicing Accountant (1992).

 

Mandy Zhang

Mandy is a qualified accountant and has 2 years professional accountancy experience.  She joined Majenda Australia in September 2011.

Mandy is skilled in the preparation of financial statements and income tax returns for small businesses, companies, partnerships, trusts, super funds and individuals.

Mandy's formal qualifications include:

Bachelor of Commerce (Accounting and Finance), Sydney University  (2012)
Associate member of CPA Australia

Amanda Taylor

Amanda Taylor is qualified as a Registered Pharmacist and Justice of the Peace, and works for Majenda on a full time basis.

At Majenda she is responsbile for the following:

. Document management

. Processing insurance applications

. Financial planning support.

. Office management

End faq

 

What's New

Budget and
Investment Seminar
Series 2014

"The Age of Opportunity"

Bangkok
6:30 PM
Tuesday
3 June 2014

Kuala Lumpur
6:30 PM
Wednesday
4 June 2014

Hong Kong
6:30 PM
Thursday
5 June 2014