Financial Adviser · SPRING HILL, QLD

Geoffrey Sharpe

SPRING HILL, QLD

27 Years experience

Tax advice
authorised

ASIC Registered · ADV 000440874

Currently at

Sharpe Financial Solutions

Melbourne, VIC (firm address)

View firm profile

About Geoffrey Sharpe

Geoffrey Sharpe is a financial adviser based in Spring Hill, Queensland, with 27 years of experience in the financial services industry since 1999. Geoffrey is currently authorised under Capstone Financial Planning, operating through Sharpe Financial Solutions. 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 Certified Financial Planner Program from Professional Designations - Financial Planning Association of Australia (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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1997

Bachelor of Business (Banking and Finance)

Queensland University of Technology (QUT)

2004

Diploma of Financial Planning

Financial Planning Association

2007

Certified Financial Planner Program

Professional Designations - Financial Planning Association of Australia (FPA)

2011

Margin Lending & Geared Investments

Kaplan Professional

2012

Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy

Registration History

Capstone Financial Planning Pty Ltd

Dec 2019 - Present Current

Commonwealth Financial Planning Limited

Jun 2016 - Dec 2019 Ceased

Financial Wisdom Limited

Jun 2013 - Dec 2019 Ceased

Not authorised to provide personal advice on SMSF

WHITTAKER MACNAUGHT PTY. LTD.

Mar 2007 - Jun 2013 Ceased

Source: ASIC Financial Advisers Register