GUENTHER FRANZ GOETZ
Financial Adviser · North Epping, NSW
📚 Qualifications & Training
1982 - Bachelor of Business, Major in Accounting - - NSW Uni of Technology
2002 - DIPLOMA OF FINANCIAL PLANNING - - DEAKIN UNIVERSITY
2005 - SELF MANAGED SUPERANNUATION FUNDS - - TRIBECA
2014 - Certificate IV in Finance and Mortgage Broking - - The National Finance Institute
2019 - ETHICS AND PROFESSIONALISM IN FINANCIAL ADVICE - Bridging Course - Ethics - KAPLAN PROFESSIONAL
🏢 Professional Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
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.