Geoffrey Alan Ivanac
Financial Adviser in West Leederville, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000309751
- Location
- West Leederville WA 6019
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 2 July 2018
- First provided advice
- 2007
- Qualifications
- Bachelor of Business, Western Australian Institute of Technology (1984); Graduate Diploma of Financial Planning, FINSIA (2005); Professional Certificate in Self Managed Superannuation, The University of Adelaide (2007); Fellow Chartered Financial Practitioner, Mentor Education Group (2011); Accredited Listed Product Adviser Program, Kaplan Professional (2019); FPC002B, Kaplan Higher Education (2020)
- Memberships
- Fellow Chartered Financial Practitioner (FChFP); 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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Geoffrey Alan Ivanac
Geoffrey Alan Ivanac is listed on ASIC’s Financial Advisers Register as a current financial adviser based in West Leederville, Western Australia (adviser number 000309751).
Geoffrey provides advice as an authorised representative of Personal Financial Services Ltd, which holds Australian financial services licence 234459. The current authorisation started on 2 July 2018.
The register records 2007 as the year Geoffrey first provided financial advice. The qualifications listed for Geoffrey include Bachelor of Business (Western Australian Institute of Technology, 1984), Graduate Diploma of Financial Planning (FINSIA, 2005) and Professional Certificate in Self Managed Superannuation (The University of Adelaide, 2007). Geoffrey is recorded as a member of Fellow Chartered Financial Practitioner (FChFP) and Financial Advice Association of Australia (FAAA).
Geoffrey is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 Ivanac a registered financial adviser?
Yes. Geoffrey Alan Ivanac is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000309751.
Which licensee does Geoffrey Alan Ivanac work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Geoffrey Alan Ivanac 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; standard margin lending.