GEOFFREY DAVID WOTZKO
Financial Adviser Ā· Osborne Park, WA
š Qualifications & Training
1975 - Associateship in Accounting - - West Australian Institute of Technology (WAIT)
1987 - Post Graduate Diploma Business (Law) - - Curtin University
2002 - Diploma of Financial Services - - National Insurance Brokers Association of Australia
2006 - Self Managed Superannuation Fund (SMSF) Adviser Accreditation - - Financial Essentials
2010 - Margin Lending & Geared Investments Adviser Accreditation - - Kaplan
2015 - Accredited Aged Care Professional - Other - Aged Care Steps
š¢ Professional Memberships
CPA Australia (CPA)
ā¹ļø 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.