GENEVIEVE LOUISE DE SZOEKE
Financial Adviser · Hervey Bay, QLD
📚 Qualifications & Training
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2011 - Self Managed Superannuation Funds - Other - Kaplan Professional Education
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education
2012 - Margin Lending and Geared Investments - Other - Kaplan Professional Education
2014 - Accredited Listed Product Adviser Program - Other - Kaplan Professional Education
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.