Financial Adviser
· BRISBANE CITY, QLD
Geoffrey Ian Foley
No disciplinary history on record with ASIC
26
Years experience
ASIC Registered · ADV 000259220
Geoffrey Ian Foley is a financial adviser based in Brisbane City, Queensland, with 26 years of experience in the financial services industry. Geoffrey is currently authorised under Ord Minnett Limited. Geoffrey holds authorisations to advise on superannuation, managed investments, securities and derivatives. Their qualifications include a Professional Diploma in Stockbroking from Stockbrokers Association of Australia.
Authorised to Advise On
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Margin Lending
Qualifications and Training
2002
Associate Degree in Commerce
University of Southern Queensland
2002
PS146 Compliance Program: Superannuation & Financial Planning
Securities Institute Education
2002
SDIA Accreditation Program Assessment
Securities & Derivatives Industry Association
2010
Margin Lending Accreditation Program
Stockbrokers Association of Australia
2010
Professional Diploma in Stockbroking
Stockbrokers Association of Australia
Registration History
Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.
Source: ASIC Financial Advisers Register