Financial Adviser
· WEST LEEDERVILLE, WA
John Goldie
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000236944
John Goldie is a financial adviser based in West Leederville, Western Australia, with 23 years of experience in the financial services industry. John is currently authorised under Fortnum Private Wealth Ltd. John 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 Certified Financial Planner (CFP) from FPA. John 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Certified Financial Planner (CFP)
FPA
1997
Diploma of Financial Planning
Deakin University
2010
Margin Lending and Geared Investments
Kaplan
Registration History
Source: ASIC Financial Advisers Register