Financial Adviser · MAROOCHYDORE, QLD

Geoffrey Peter Burchell

MAROOCHYDORE, QLD
23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000236695
Licensee
Eight Mile Plains, QLD (licence address on ASIC register)

About Geoffrey Peter Burchell

Geoffrey Peter Burchell is a financial adviser based in Maroochydore, Queensland, with 23 years of experience in the financial services industry since 2003. Geoffrey is currently authorised under Quill Group Financial Planners. Geoffrey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Geoffrey's qualifications include a Certified Financial Planner from FPA. Geoffrey 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1996
Master of Business Administration
Deakin University
2003
Diploma of Financial Planning
Deakin University
2012
Certified Financial Planner
FPA
2017
Super Concepts & ICFS Specialist SMSF Course
University of Adelaide

Registration History

Aug 2019 - Present Current
Oct 2017 - Jul 2019 Ceased
Dec 2011 - Oct 2017 Ceased
FINANCIAL SERVICES PARTNERS PTY LIMITED
Oct 2007 - Nov 2011 Ceased

Source: ASIC Financial Advisers Register