GEOFFREY MALCOLM WILSON
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1983 - Bachelor of Science - Bachelor Degree (AQF 7) - The University of Melbourne
2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
2011 - Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan Professional
2015 - Cavendish & ICFS Specialist SMSF Course - Diploma (AQF 5) - The University of Adelaide
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Tax Practitioner Board
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.