GEOFFREY ROBERT AITKEN
Financial Adviser · Lindfield, NSW
📚 Qualifications & Training
2012 - Certificate IV of Finance & Mortgage Broking - - The National Finance Institute
2012 - Diploma of Financial Services - - International Institute of Technology
2012 - Six Sigma Yellow Belt, Green Belt, Lean and DFSS Certified - - Aveta Business School
2018 - Advanced Diploma of Financial Planning - - International Institute of Technology
2018 - Diploma of Financial & Mortgage Broking - - The National Finance Institute
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 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.