JOHN GOLDIE

Financial Adviser ยท West Leederville, WA

Registered

Registration Number

000236944

Registration Status

Registered

Location

West Leederville, WA 6007

Providing Advice Since

2003

Registration Date

17/02/2011

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

๐Ÿ“š Qualifications & Training

1994 - Certified Financial Planner (CFP) - Professional Designations - FPA
1997 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2010 - Margin Lending and Geared Investments - Other - Kaplan

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.