Geoffrey Robert Aitken
Financial Adviser in Lindfield, New South Wales, Australia
Review Geoffrey Robert Aitken
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 number000429317
- Location
- Lindfield NSW 2070
- Licensee
- Insight Investment Partners Pty Ltd (AFSL 368175)
- Authorised since
- 1 August 2021
- First provided advice
- 1994
- Qualifications
- Certificate IV of Finance & Mortgage Broking, The National Finance Institute (2012); Diploma of Financial Services, International Institute of Technology (2012); Six Sigma Yellow Belt, Green Belt, Lean and DFSS Certified, Aveta Business School (2012); Advanced Diploma of Financial Planning, International Institute of Technology (2018); Diploma of Financial & Mortgage Broking, The National Finance Institute (2018); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- Memberships
- 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 Robert Aitken
Geoffrey Robert Aitken is a financial adviser in Lindfield, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000429317.
Geoffrey provides advice as an authorised representative of Insight Investment Partners Pty Ltd, which holds Australian financial services licence 368175. That authorisation dates from 1 August 2021.
According to the register, Geoffrey first provided financial advice in 1994. The qualifications listed for Geoffrey include Certificate IV of Finance & Mortgage Broking (The National Finance Institute, 2012), Diploma of Financial Services (International Institute of Technology, 2012) and Six Sigma Yellow Belt, Green Belt, Lean and DFSS Certified (Aveta Business School, 2012). Geoffrey is recorded as a member of 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.
Reviews
Nobody has reviewed Geoffrey Robert Aitken here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Geoffrey Robert Aitken a registered financial adviser?
Yes. Geoffrey Robert Aitken is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000429317.
Which licensee does Geoffrey Robert Aitken work under?
Insight Investment Partners Pty Ltd, Australian financial services licence 368175.
What can Geoffrey Robert Aitken 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.