GEOFFREY SHARPE

Financial Adviser · Spring Hill, QLD

Registered

Registration Number

000440874

Registration Status

Registered

Location

Spring Hill, QLD 4000

Providing Advice Since

1999

Registration Date

19/06/2013

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

📚 Qualifications & Training

1997 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology (QUT)
2004 - Diploma of Financial Planning - - Financial Planning Association
2007 - Certified Financial Planner Program - CFP - Professional Designations - Financial Planning Association of Australia (FPA)
2011 - Margin Lending & Geared Investments - - Kaplan Professional
2012 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy

🏢 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.