About
About Our Firm
Gerard Geffin Musa III
Founder | Managing Director | Finance Consultant
Gerard, also known as Geffin, is the Founder and Managing Director of Xtrategy Finance Group (XFG) with nearly 20 years of experience in the financial services industry. He manages his own investment portfolio (property, shares, and businesses), holds various qualifications and certifications, has worked in several finance roles, serves as a director for multiple businesses, and is passionate about community service through volunteer projects globally.
Passions: Investing, fitness, travel, volunteering, food tripping, and analysing listed companies and the real estate market.
Anthony Lawson
Financial Planner
Sam Rim
Property Partner Expert
Alex Minter
Buyers Agent Partner Expert
Gerard Geffin Musa III
Gerard, also known as Geffin, is the Founder and Managing Director of Xtrategy Finance Group (XFG) with nearly 20 years of experience in the financial services industry. He manages his own investment portfolio (property, shares, and businesses), holds various qualifications and certifications, has worked in several finance roles, serves as a director for multiple businesses, and is passionate about community service through volunteer projects globally.
Passions: Investing, fitness, travel, volunteering, food tripping, and analysing listed companies and the real estate market.
Mark Cadiao
Mark has been in the Financial Planning industry for over 10 years with extensive experience in providing Financial Advice to people in all walks of life. Whether you are saving to purchase your first home or contemplating retirement my advice business aims to help everyday Australian’s reach their financial goals.
Passions: Investing, travel, fitness, volunteering, and financial market analysis.
Client Reviews
★★★★★
“I would recommend this company, they do such good and professional job. I wish all services are like this, very good old fashion approach and great communication. Thanks to Geffin on all the hard work to get things over the line.”
– Rodel Paule
Client – Business & SMSF
★★★★★
“Thanks Geffin for your continue support. It has always been great to work with you as you made everything much easier for us to manage.”
– Tien Nguyen
Business Partner – Legal
★★★★★
“Thank you Geffin for being so wonderful and very accomodating to us during the entire process! Thank you for assisting us in getting our first home in Australia. I really appreciated everything you have done for us”
– Charmaine Montero
Client – Property & Finance