Financial Adviser
· NEDLANDS, WA
Geoffrey Thomas Bird
No disciplinary history on record with ASIC
34
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000243410
Geoffrey Thomas Bird is a financial adviser based in Nedlands, Western Australia, with 34 years of experience in the financial services industry. Geoffrey is currently authorised under Infocus Securities Australia 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 Master of Financial Planning from Griffith University. 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
1999
Diploma of Financial Planning
Deakin University
2011
Margin Lending and Geared Investments
Kaplan
2016
Self Managed Superannuation Funds
Kaplan
2021
Master of Financial Planning
Griffith University
2023
Accredited Aged Care Professional
Aged Care Steps