Geoff Kaye
Financial Adviser in Sydney, New South Wales, Australia
Review Geoff Kaye
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000301960
- Location
- Sydney NSW 2000
- Licensee
- Aware Financial Services Australia Limited (AFSL 238430)
- Authorised since
- 1 December 2019
- First provided advice
- 2002
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2002); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2004); FPC001B Economic and Legal context for Financial Planning, Kaplan Professional (2024); FPC006 Taxation for Financial Planning, Financial Planning Association of Australia (FPA) (2025); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Restriction
- Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
- Tax (financial) advice
- Yes
- Register status
- Current
About Geoff Kaye
On the Financial Advisers Register kept by ASIC, Geoff Kaye appears as a current financial adviser in Sydney, New South Wales, adviser number 000301960.
Geoff provides advice as an authorised representative of Aware Financial Services Australia Limited, which holds Australian financial services licence 238430. The current authorisation started on 1 December 2019.
The register records 2002 as the year Geoff first provided financial advice. The qualifications listed for Geoff include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2002), Certified Financial Planner (Financial Planning Association of Australia (FPA), 2004) and FPC001B Economic and Legal context for Financial Planning (Kaplan Professional, 2024). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.”
Reviews
Nobody has reviewed Geoff Kaye here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Geoff Kaye a registered financial adviser?
Yes. Geoff Kaye is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000301960.
Which licensee does Geoff Kaye work under?
Aware Financial Services Australia Limited, Australian financial services licence 238430.
What can Geoff Kaye give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds. It also records this restriction: "Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list."