John Goldie
Financial Adviser in West Leederville, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000236944
- Location
- West Leederville WA 6007
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 17 February 2011
- First provided advice
- 2003
- Qualifications
- Certified Financial Planner (CFP), FPA (1994); Diploma of Financial Planning, Deakin University (1997); Margin Lending and Geared Investments, Kaplan (2010)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, 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 John Goldie
John Goldie is listed on ASIC’s Financial Advisers Register as a current financial adviser based in West Leederville, Western Australia (adviser number 000236944).
Advice is given under the Australian financial services licence of Fortnum Private Wealth Ltd, licence number 357306. The current authorisation started on 17 February 2011.
According to the register, John first provided financial advice in 2003. The qualifications listed for John include Certified Financial Planner (CFP) (FPA, 1994), Diploma of Financial Planning (Deakin University, 1997) and Margin Lending and Geared Investments (Kaplan, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is John Goldie a registered financial adviser?
Yes. John Goldie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000236944.
Which licensee does John Goldie work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can John Goldie give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.