Financial Adviser
· OSBORNE PARK, WA
Geoffrey David Wotzko
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000226084
Geoffrey David Wotzko is a financial adviser based in Osborne Park, Western Australia, with 30 years of experience in the financial services industry. Geoffrey is currently authorised under Consultum Financial Advisers 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 Post Graduate Diploma Business (Law) from Curtin University. Geoffrey is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1975
Associateship in Accounting
West Australian Institute of Technology (WAIT)
1987
Post Graduate Diploma Business (Law)
Curtin University
2002
Diploma of Financial Services
National Insurance Brokers Association of Australia
2006
Self Managed Superannuation Fund (SMSF) Adviser Accreditation
Financial Essentials
2010
Margin Lending & Geared Investments Adviser Accreditation
Kaplan
2015
Accredited Aged Care Professional
Aged Care Steps
Registration History
WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register