GEOFFREY DAVID WOTZKO (Adviser# 000226084) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is September 27, 2016.
| Register Name | Financial Advisers |
| Adviser Name | GEOFFREY DAVID WOTZKO |
| Adviser Number | 000226084 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 76608028826 |
| Adviser First Advice Year | 1998 |
| Financial Service (AFS) Licence |
Licence# 000230323 CONSULTUM FINANCIAL ADVISERS PTY LTD |
| Licence ABN | 65006373995 |
| Licence Controlled By | IOOF HOLDINGS LTD |
| Adviser Start Date | 2016-09-27 |
| Appointing Representative Name | CONSULTUM FINANCIAL ADVISERS PTY LTD |
| Appointing Representative Number | 000230323 |
| Appointing Representative ABN | 65006373995 |
| Memberships |
Financial Planning Association of Australia (FPA) The Tax Institute - Chartered Tax Adviser |
|
| Qualification / Degree | Institute / School |
|---|---|
| Associateship in Accounting | West Australian Institute of Technology (WAIT) |
| Diploma of Financial Services | National Insurance Brokers Association of Australia |
| Margin Lending & Geared Investments Adviser Accreditation | Kaplan |
| Post Graduate Diploma Business (Law) | Curtin University |
| Self Managed Superannuation Fund (SMSF) Adviser Accreditation | Financial Essentials |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000230323 |
CONSULTUM FINANCIAL ADVISERS PTY LTD
Licence controlled by: IOOF HOLDINGS LTD |
2016-09-27 - | CONSULTUM FINANCIAL ADVISERS PTY LTD |
| 000224662 |
WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Licence controlled by: IOOF HOLDINGS LTD [Date Ceased: 17/03/2017] |
2003-02-01 - 2016-09-27 | WESTERN PACIFIC FINANCIAL GROUP PTY LTD |
| Licence Name | CONSULTUM FINANCIAL ADVISERS PTY LTD |
| Licence Number | 000230323 |
| Licence ABN | 65006373995 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| GLENN CLAPHAM | Consultum Financial Advisers Pty Ltd | Current | 2018-08-03 |
| GREGORY ARTHUR STEVENS | Consultum Financial Advisers Pty Ltd | Current | 2018-07-16 |
| RODERICK STARK | Consultum Financial Advisers Pty Ltd | Current | 2018-07-06 |
| TRAVIS STYLES | Consultum Financial Advisers Pty Ltd | Current | 2018-07-06 |
| MIRAL THAKKER | Consultum Financial Advisers Pty Ltd | Current | 2018-07-04 |
| SHANE CHARLES TONKIN | Consultum Financial Advisers Pty Ltd | Current | 2018-07-02 |
| NICOLE MURPHY | Consultum Financial Advisers Pty Ltd | Current | 2018-07-02 |
| PAUL RICHARD MULOCK | Consultum Financial Advisers Pty Ltd | Current | 2018-06-27 |
| MATTHEW DAVID SMITH | Consultum Financial Advisers Pty Ltd | Current | 2018-06-01 |
| MALCOLM KENNETH DOBSON | Consultum Financial Advisers Pty Ltd | Current | 2018-05-30 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.