GEOFFREY OBERG
Financial Adviser · Sunnybank Hills, QLD
📚 Qualifications & Training
1982 - Bachelor of Commerce - - University of Queensland
2003 - Self Managed Superannuatinon Funds - - Count wealth Accountants
2010 - Margin Lending and Geared Investments - - Kaplan
2013 - ASX Listed Products Accreditation Course (LPAC) - - LPAC Online
2017 - Diploma of Financial Planning - - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
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.