GEOFFREY ALAN IVANAC
Financial Adviser · West Leederville, WA
📚 Qualifications & Training
1984 - Bachelor of Business - Bachelor Degree (AQF 7) - Western Australian Institute of Technology
2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
2007 - Professional Certificate in Self Managed Superannuation - Other - The University of Adelaide
2011 - Fellow Chartered Financial Practitioner - Professional Designations - Mentor Education Group
2019 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2020 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Fellow Chartered Financial Practitioner (FChFP)
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.