Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Geoffrey Mutton

27 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002015
Currently at
Aware Super Services
Sydney, NSW
View firm profile

Geoffrey Mutton is a financial adviser based in Melbourne, Victoria, with 27 years of experience in the financial services industry since 1999. Geoffrey is currently authorised under Aware Financial Services Australia Limited, operating through Aware Super Services. 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 from 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

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

1996
AAF2110 Business Law
Monash University
1997
AAF3150 Income Tax Law
Monash University
1998
Bachelor of Commerce
Monash University
2004
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2009
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Aware Financial Services Australia Limited
Dec 2019 - Present Current
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Aware Financial Services Australia Limited
Oct 2018 - Nov 2019 Ceased
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Jan 2016 - Oct 2018 Ceased
VICSUPER PTY LTD
Dec 2003 - Nov 2015 Ceased
VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.

Source: ASIC Financial Advisers Register