Financial Adviser · MILTON, QLD

Genevieve Rose Date

Tax advice
authorised
ASIC Registered · ADV 001318880

Genevieve Rose Date is a financial adviser based in Milton, Queensland. Genevieve is currently authorised under Akumin Financial Planning Pty Limited. Genevieve holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Genevieve holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Authorised to provide tax financial advice services

Qualifications and Training

2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Dec 2025 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Source: ASIC Financial Advisers Register