GEOFFREY THOMAS WALLEY
Financial Adviser · Bella Vista, NSW
📚 Qualifications & Training
2011 - RG146 in Financial Planning Principles, Insurance, Superannuation - - Intellitrain
2012 - FNS50804 Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Australis College
2012 - Margin Lending - - Kaplan
2017 - DFP5v2 Tax for Financial Advising - Other - Kaplan Professional
2017 - TASACLv1 Commercial Law - Other - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University
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.