Financial Adviser
· HERVEY BAY, QLD
Genevieve Louise De Szoeke
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000295760
Genevieve Louise De Szoeke is a financial adviser based in Hervey Bay, Queensland, with 21 years of experience in the financial services industry. Genevieve is currently authorised under Ri Advice Group Pty Ltd. Genevieve 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 Kaplan Higher Education Pty Limited. Genevieve 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
Tribeca
2011
Self Managed Superannuation Funds
Kaplan Professional Education
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2012
Margin Lending and Geared Investments
Kaplan Professional Education
2014
Accredited Listed Product Adviser Program
Kaplan Professional Education
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited