GEOFFREY THOMAS BIRD
Financial Adviser · Nedlands, WA
📚 Qualifications & Training
1999 - Diploma of Financial Planning - - Deakin University
2011 - Margin Lending and Geared Investments - - Kaplan
2016 - Self Managed Superannuation Funds - - Kaplan
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
2023 - Accredited Aged Care Professional - Other - Aged Care Steps
🏢 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.