GEOFFREY CONN
Financial Adviser · Vermont, VIC
📚 Qualifications & Training
2000 - DFP 1 & 2: Introduction to FP and Insurance Planning (Exemptions) - - FPA
2001 - DFP 3:Investment Planning 1 - - FPA
2001 - Wealth Creation & Retirement Planning - - FPA
2002 - DFP 5 & 6: Taxation Planning & Estate Planning - - FPA
2002 - DFP7: Investment Planning 2 - - FPA
🏢 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.