Geoffrey Wotzko Financial Planner Report

Name:
Geoffrey David Wotzko

Rep Number:
000226084

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2016-09-27 onwards

ABN:
76 608 028 826

Licensee
Name:

Number:
000230323

ABN:
65 006 373 995

Controlled By:

Appointed By
Name:
Consultum Financial Advisers Pty Ltd

Licence Number:
000230323

ABN:
65 006 373 995

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Superannuation

Qualifications
West Australian Institute of Technology (WAIT)
Associateship in Accounting
National Insurance Brokers Association of Australia
Diploma of Financial Services
Kaplan
Margin Lending & Geared Investments Adviser Accreditation
Curtin University
Post Graduate Diploma Business (Law)
Financial Essentials
Self Managed Superannuation Fund (SMSF) Adviser Accreditation

Memberships
Financial Planning Association of Australia (FPA)
The Tax Institute - Chartered Tax Adviser