Financial Adviser · WEST LEEDERVILLE, WA

Geoffrey Alan Ivanac

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000309751

Geoffrey Alan Ivanac is a financial adviser based in West Leederville, Western Australia, with 19 years of experience in the financial services industry. Geoffrey is currently authorised under Personal Financial Services 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 Bachelor of Business from Western Australian Institute of Technology. Geoffrey is a member of Fellow Chartered Financial Practitioner (FChFP) and 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

1984
Bachelor of Business
Western Australian Institute of Technology
2005
Graduate Diploma of Financial Planning
FINSIA
2007
Professional Certificate in Self Managed Superannuation
The University of Adelaide
2011
Fellow Chartered Financial Practitioner
Mentor Education Group
2019
Accredited Listed Product Adviser Program
Kaplan Professional
2020
FPC002B
Bridging Course - Ethics - Kaplan Higher Education

Registration History

Jul 2018 - Present Current
Jul 2017 - Jul 2018 Ceased
Jul 2017 - Jul 2017 Ceased
Mar 2016 - Jun 2017 Ceased
APOGEE FINANCIAL PLANNING PTY LTD
Apr 2010 - Mar 2016 Ceased
MCA FINANCIAL PLANNERS PTY. LTD.
Nov 2009 - Apr 2010 Ceased
REGENCY SERVICES (WA) PTY LTD
Jan 2007 - Nov 2007 Ceased

Source: ASIC Financial Advisers Register