Financial Adviser · MELBOURNE, VIC

Geoff Oaten

35 Years experience
ASIC Registered · ADV 001005227

Geoff Oaten is a financial adviser based in Melbourne, Victoria, with 35 years of experience in the financial services industry. Geoff is currently authorised under Bell Potter Securities Limited. Geoff holds authorisations to advise on managed investments, securities, derivatives and deposit products. Their qualifications include a Bachelor of Commerce from University of Melbourne.

Authorised to Advise On

Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Qualifications and Training

1970
Bachelor of Commerce
University of Melbourne
1994
Graduate Diploma in Applied Finance and Investment
Securities Institute of Australia
1998
Level One Accredited Derivatives Adviser
ASX Derivatives Division
2011
Margin Lending & Geared Investments
Kaplan Professional

Registration History

Jun 2018 - Present Current
Sep 2008 - May 2018 Ceased

Source: ASIC Financial Advisers Register