Geoffrey Oberg
Financial Adviser in Surfers Paradise, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000232126
- Location
- Surfers Paradise QLD 4217
- Licensee
- Loyalty Financial Services Pty Ltd (AFSL 227096)
- Authorised since
- 31 August 2023
- First provided advice
- 2002
- Qualifications
- Bachelor of Commerce, University of Queensland (1982); Self Managed Superannuatinon Funds, Count wealth Accountants (2003); Margin Lending and Geared Investments, Kaplan (2010); ASX Listed Products Accreditation Course (LPAC), LPAC Online (2013); Diploma of Financial Planning, Kaplan (2017)
- Memberships
- CPA Australia (CPA)
- 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 Oberg
On the Financial Advisers Register kept by ASIC, Geoffrey Oberg appears as a current financial adviser in Surfers Paradise, Queensland, adviser number 000232126.
Geoffrey provides advice as an authorised representative of Loyalty Financial Services Pty Ltd, which holds Australian financial services licence 227096. The current authorisation started on 31 August 2023.
The register records 2002 as the year Geoffrey first provided financial advice. The qualifications listed for Geoffrey include Bachelor of Commerce (University of Queensland, 1982), Self Managed Superannuatinon Funds (Count wealth Accountants, 2003) and Margin Lending and Geared Investments (Kaplan, 2010). Geoffrey is recorded as a member of CPA Australia (CPA).
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 Oberg a registered financial adviser?
Yes. Geoffrey Oberg is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000232126.
Which licensee does Geoffrey Oberg work under?
Loyalty Financial Services Pty Ltd, Australian financial services licence 227096.
What can Geoffrey Oberg 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.