Financial Adviser
· NORWEST, NSW
Geoffrey Thomas Walley
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000399532
Geoffrey Thomas Walley is a financial adviser based in Norwest, New South Wales, with 15 years of experience in the financial services industry. Geoffrey is currently authorised under Advice Evolution 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 Graduate Diploma of Financial Planning from Deakin University.
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
2011
RG146 in Financial Planning Principles, Insurance, Superannuation
Intellitrain
2012
FNS50804 Diploma of Financial Services (Financial Planning)
Australis College
2012
Margin Lending
Kaplan
2017
DFP5v2 Tax for Financial Advising
Kaplan Professional
2017
TASACLv1 Commercial Law
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Deakin University