Geoffrey David Wotzko – Financial Adviser

Adviser identifying number: 226084
Status: Current
Adviser’s ABN: 76608028826
The year the Financial Adviser first provided advice: 1998

Licence number: 230323
Licensee’s ABN: 65006373995
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 27/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CONSULTUM FINANCIAL ADVISERS PTY LTD
Authorised Representative identifying number: 230323
Authorised Representative’s ABN: 65006373995

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • 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

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • The Tax Institute – Chartered Tax Adviser

Geoffrey David Wotzko is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility