Geoffrey Sharpe
Financial Adviser in Spring Hill, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000440874
- Location
- Spring Hill QLD 4000
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 7 December 2019
- First provided advice
- 1999
- Qualifications
- Bachelor of Business (Banking and Finance), Queensland University of Technology (QUT) (1997); Diploma of Financial Planning, Financial Planning Association (2004); Certified Financial Planner Program, Financial Planning Association of Australia (FPA) (2007); Margin Lending & Geared Investments, Kaplan Professional (2011); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2012)
- 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 Sharpe
Geoffrey Sharpe is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Spring Hill, Queensland (adviser number 000440874).
The licensee Geoffrey advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 7 December 2019.
According to the register, Geoffrey first provided financial advice in 1999. Qualifications and training on file include Bachelor of Business (Banking and Finance) (Queensland University of Technology (QUT), 1997), Diploma of Financial Planning (Financial Planning Association, 2004) and Certified Financial Planner Program (Financial Planning Association of Australia (FPA), 2007). 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.
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Questions people ask
Is Geoffrey Sharpe a registered financial adviser?
Yes. Geoffrey Sharpe is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000440874.
Which licensee does Geoffrey Sharpe work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Geoffrey Sharpe 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.