Financial Adviser · GLOSSODIA, NSW

Tristan Ernest Godfrey

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000448506

Tristan Ernest Godfrey is a financial adviser based in Glossodia, New South Wales, with 23 years of experience in the financial services industry. Tristan is currently authorised under Dirigere Advisory Pty Limited. Tristan 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 from FAAA. Tristan 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 Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2005
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2005
Self Managed Superannuation Funds
Kaplan
2010
ASX Listed Products Accreditation Course
LPAC Online
2010
Certified Financial Planner
FAAA
2019
Ethics & Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Jul 2024 - Present Current
Jul 2023 - Jun 2024 Ceased
May 2019 - Jul 2023 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
Nov 2013 - May 2019 Ceased
Jan 2009 - Nov 2013 Ceased

Source: ASIC Financial Advisers Register