Financial Adviser · BALWYN, VIC

Rodney Geilman

30 Years experience
Tax advice
authorised
ASIC Registered · ADV 000242337

Rodney Geilman is a financial adviser based in Balwyn, Victoria, with 30 years of experience in the financial services industry. Rodney is currently authorised under Count Financial Limited. Rodney 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 Bachelor of Business from Monash University. Rodney 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

Authorised to provide tax financial advice services

Qualifications and Training

1991
Bachelor of Business
Monash University
2005
Advanced Strategies for Self Managed Superannuation
ThreeSixty
2019
Diploma of Financial Planning
Kaplan Professional

Registration History

Nov 2019 - Present Current
APOGEE FINANCIAL PLANNING PTY LTD
Dec 2003 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register