Financial Adviser
· MELBOURNE, VIC
Geoffrey Malcolm Wilson
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006422
Geoffrey Malcolm Wilson is a financial adviser based in Melbourne, Victoria, with 27 years of experience in the financial services industry. Geoffrey is currently authorised under Count Financial Limited. 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 Bachelor of Science from The University of Melbourne. Geoffrey is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioner Board.
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
1983
Bachelor of Science
The University of Melbourne
2000
Diploma of Financial Planning
Financial Planning Association of Australia
2011
Margin Lending & Geared Investments
Kaplan Professional
2015
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide
Registration History
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register