GEOFFREY IAN FOLEY
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2002 - Associate Degree in Commerce - - University of Southern Queensland
2002 - PS146 Compliance Program: Superannuation & Financial Planning - - Securities Institute Education
2002 - SDIA Accreditation Program Assessment - - Securities & Derivatives Industry Association
2010 - Margin Lending Accreditation Program - - Stockbrokers Association of Australia
2010 - Professional Diploma in Stockbroking - - Stockbrokers Association of Australia
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.