STUART LLOYD GEYER
Financial Adviser · Wodonga, VIC
📚 Qualifications & Training
2011 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - AAMC Training Group
2014 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology (IIT)
2015 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2015 - TASA and the TPB Code of Professional Conduct Course - Other - Kaplan Professional
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - AAMC Training Group
2016 - Self Managed Superannuation Funds Course - Other - Kaplan Professional
2016 - Tier 1 Margin Lending - Personal Advice Program - Other - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
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.