Financial Adviser · BEECROFT, NSW

Geoffrey Hickman

32 Years experience
Tax advice
authorised
ASIC Registered · ADV 000242926

Geoffrey Hickman is a financial adviser based in Beecroft, New South Wales, with 32 years of experience in the financial services industry. Geoffrey is currently authorised under Capstone Financial Planning Pty Ltd. Geoffrey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Geoffrey is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1981
Bachelor of Arts
Macquarie University
1994
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
1997
Diploma of Financial Planning (DFP1-8)
Financial Planning Association of Australia
2020
Accredited Listed Product Adviser Program
Kaplan Professional
2021
Margin Lending (Personal Advice)
Mentor Education

Registration History

Jan 2021 - Present Current
GWM ADVISER SERVICES PTY LTD
Dec 2003 - Jan 2021 Ceased

Source: ASIC Financial Advisers Register