Geoffrey David Wotzko
Financial Adviser in Osborne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000226084
- Location
- Osborne Park WA 6017
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 27 September 2016
- First provided advice
- 1996
- Qualifications
- Associateship in Accounting, West Australian Institute of Technology (WAIT) (1975); Post Graduate Diploma Business (Law), Curtin University (1987); Diploma of Financial Services, National Insurance Brokers Association of Australia (2002); Self Managed Superannuation Fund (SMSF) Adviser Accreditation, Financial Essentials (2006); Margin Lending & Geared Investments Adviser Accreditation, Kaplan (2010); Accredited Aged Care Professional, Aged Care Steps (2015)
- Memberships
- CPA Australia (CPA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Geoffrey David Wotzko
Geoffrey David Wotzko is a financial adviser in Osborne Park, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000226084.
Advice is given under the Australian financial services licence of Consultum Financial Advisers Pty Ltd, licence number 230323. The current authorisation started on 27 September 2016.
The register records 1996 as the year Geoffrey first provided financial advice. Qualifications and training on file include Associateship in Accounting (West Australian Institute of Technology (WAIT), 1975), Post Graduate Diploma Business (Law) (Curtin University, 1987) and Diploma of Financial Services (National Insurance Brokers Association of Australia, 2002). Geoffrey is recorded as a member of CPA Australia (CPA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and retirement savings accounts, among 7 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 David Wotzko a registered financial adviser?
Yes. Geoffrey David Wotzko is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000226084.
Which licensee does Geoffrey David Wotzko work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Geoffrey David Wotzko give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.