GEOFF HUI
Financial Adviser Β· Brisbane, QLD
π Qualifications & Training
1976 - Bachelor of Economics - - University of Sydney
2001 - Accredited Derivatives Adviser Level 2 - - Australian Stock Exchange
2011 - Margin Lending and Geared Investments - - Kaplan
2015 - Managed Investments - - Kaplan
π’ Professional Memberships
Stockbrokers and Investment Advisers Association (SIAA)
βΉοΈ 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.