GEOFFREY ROSS WORRELL
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2002 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Swinburne University
2004 - Diploma of Financial Services - Diploma (AQF 5) - Australian Financial Markets Association
2006 - Master of Business Administration - - Deakin University
2012 - Managed Investments - - 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.