Geoffrey Alan Carslake
Financial Adviser in Osborne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000226085
- Location
- Osborne Park WA 6017
- Licensee
- AAA Private Wealth Advisors Pty Ltd (AFSL 304366)
- Authorised since
- 1 November 2006
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce, University of Western Australia (1987); Postgraduate Diploma in Business, Curtin University (1989)
- Memberships
- CPA Australia (CPA); Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Geoffrey Alan Carslake
Geoffrey Alan Carslake is a financial adviser in Osborne Park, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000226085.
Advice is given under the Australian financial services licence of AAA Private Wealth Advisors Pty Ltd, licence number 304366. The current authorisation started on 1 November 2006.
The register records 2003 as the year Geoffrey first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Western Australia, 1987) and Postgraduate Diploma in Business (Curtin University, 1989). Geoffrey is recorded as a member of CPA Australia (CPA) and Chartered Accountants Australia and New Zealand (CA ANZ).
Geoffrey is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Geoffrey Alan Carslake a registered financial adviser?
Yes. Geoffrey Alan Carslake is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000226085.
Which licensee does Geoffrey Alan Carslake work under?
AAA Private Wealth Advisors Pty Ltd, Australian financial services licence 304366.
What can Geoffrey Alan Carslake 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; retirement savings accounts.