Financial Adviser
· FORSTER, NSW
Geoffrey Patrick Isaacs
No disciplinary history on record with ASIC
FORSTER,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271973
Geoffrey Patrick Isaacs is a financial adviser based in Forster, New South Wales, with 8 years of experience in the financial services industry since 2018. Geoffrey is currently authorised under Tjl Wealth Solutions, operating through Tjl Financial Management. Geoffrey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Geoffrey's qualifications include a CFP Program from FPA. Geoffrey is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Business (major financial planning)
RMIT
2021
CFP Program
FPA
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
Not authorised to provide advice on SMSF
Source: ASIC Financial Advisers Register