Geri works with high-net-worth individuals and complex families to bring clarity and cohesion to their financial lives.

Her experience spans international investment markets across Canada, the UK, and Australia, and includes founding Demeter Wealth Management—an advisory firm built on long-term relationships and considered decision-making. Following its successful merger into a national advisory group, she chose to return to a more considered, boutique approach, reflecting her preference for working closely and deliberately with clients.

She operates as a family steward and strategic adviser to families whose affairs extend beyond traditional planning—synthesising complexity across advisers, assets, and decisions into a single, aligned strategy.

Her work often sits at the intersection of financial structure, real assets, and intergenerational planning, supporting families to manage both the technical and human dimensions of wealth.

Alongside this, Geri is the founder of the Demeter Legacy Fund, through which she directs capital toward community, animal welfare, and conservation—reflecting a personal commitment to aligning resources with purpose. Explore Demeter Legacy Fund.

At Advfinity, she works with clients to shape considered approaches to wealth, legacy, and giving—ensuring decisions are thoughtful, aligned, and built to endure.

She divides her time between Tasmania and Perth, with a focus on family and her philanthropic work.

At home, she is outnumbered by three French Bulldogs—Mabel, Frank, and Fox—and a rescue cat, Nahla, who runs the household.

Back to Meet Geri →