Financial Adviser
· MAROOCHYDORE, QLD
Geoffrey Peter Burchell
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000236695
Geoffrey Peter Burchell is a financial adviser based in Maroochydore, Queensland, with 23 years of experience in the financial services industry. Geoffrey is currently authorised under Quill Group Financial Planners 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 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
FINANCIAL SERVICES PARTNERS PTY LIMITED
Source: ASIC Financial Advisers Register