Geoffrey Axton
Financial Adviser in Kingston, Tasmania, Australia
Review Geoffrey Axton
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 number000266708
- Location
- Kingston TAS 7050
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 10 May 2006
- First provided advice
- 1994
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1998); Margin Lending, Kaplan Higher Education Pty Limited (2016)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Geoffrey Axton
Geoffrey Axton is a financial adviser in Kingston, Tasmania, listed on the Financial Advisers Register kept by ASIC under adviser number 000266708.
The licensee Geoffrey advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 10 May 2006.
According to the register, Geoffrey first provided financial advice in 1994. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1998) and Margin Lending (Kaplan Higher Education Pty Limited, 2016).
Geoffrey is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed Geoffrey Axton here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Geoffrey Axton a registered financial adviser?
Yes. Geoffrey Axton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000266708.
Which licensee does Geoffrey Axton work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Geoffrey Axton 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."