Geoffrey Wotzko
Financial Adviser
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About
Geoffrey Wotzko is an ASIC-registered financial adviser dedicated to providing tailored financial solutions to clients in Osborne Park, WA, and beyond. With a career spanning several decades, Geoffrey brings a wealth of knowledge and experience to his practice. His qualifications include an Associateship in Accounting from the West Australian Institute of Technology (WAIT), a Post Graduate Diploma in Business (Law) from Curtin University, and a Diploma of Financial Services from the National Insurance Brokers Association of Australia. He also holds specialist accreditations in Self Managed Superannuation Funds (SMSF), Margin Lending & Geared Investments, and Aged Care. As a member of CPA Australia (CPA), Geoffrey adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts. Geoffrey is passionate about helping his clients achieve their financial goals through sound and strategic advice. Key services include: • Superannuation advice • Retirement planning • Insurance solutions • SMSF advice • Aged care financial planning Ready to take control of your financial future? Contact Geoffrey Wotzko today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Geoffrey Wotzko offer?
Geoffrey Wotzko provides advice on superannuation, retirement planning, insurance (including Investment Life Insurance and Life Risk Insurance), and Retirement Savings Accounts. He also specialises in SMSF advice and aged care financial planning.
What are Geoffrey Wotzko's qualifications?
Geoffrey holds an Associateship in Accounting, a Post Graduate Diploma in Business (Law), a Diploma of Financial Services, and accreditations in SMSF advising, margin lending & geared investments, and aged care financial planning.
How does Geoffrey Wotzko approach financial planning?
Geoffrey takes a client-focused approach, tailoring advice to individual needs and goals. He focuses on building long-term relationships based on trust and understanding.
What can I expect during my first consultation with Geoffrey Wotzko?
During your initial consultation, Geoffrey will discuss your financial situation, goals, and risk tolerance. This will help him develop a tailored financial plan to meet your specific needs.
Is Geoffrey Wotzko qualified to provide SMSF advice?
Yes, Geoffrey holds a Self Managed Superannuation Fund (SMSF) Adviser Accreditation from Financial Essentials.
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