Financial Adviser · SYDNEY, NSW

Geoff Kaye

24 Years experience
Tax advice
authorised
ASIC Registered · ADV 000301960

Geoff Kaye is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry. Geoff is currently authorised under Aware Financial Services Australia Limited. Geoff 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 Financial Planning Association of Australia (FPA). Geoff 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

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2002
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2004
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2024
FPC001B Economic and Legal context for Financial Planning
Kaplan Professional
2025
FPC006 Taxation for Financial Planning
Financial Planning Association of Australia (FPA)
2025
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Dec 2019 - Present Current
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Jan 2011 - Nov 2019 Ceased
Jan 2006 - Jan 2011 Ceased

Source: ASIC Financial Advisers Register