GEOFF CHOY
Financial Adviser · Dulwich, SA
📚 Qualifications & Training
2003 - Bachelor of Finance - - University of Adelaide
2003 - Bachelor of Mathematics (Computer Science) - - University of Adelaide
2007 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Financial Services Institute of Australia
2010 - CFP Certification Program - - Financial Planning Association of Australia
2013 - CFA Program - - Chartered Financial Analyst Institute
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
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.