Geoffrey Alan Ivanac
PERSONAL FINANCIAL SERVICES LTD · West Leederville WA 6019 · Advising since 2007
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000309751
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- PERSONAL FINANCIAL SERVICES LTD · AFSL 234459Since 2 July 2018
- Principal business address
- West Leederville WA 6019
- First year providing advice
- 2007
- Can provide tax (financial) advice
- Yes
- Memberships
- Fellow Chartered Financial Practitioner (FChFP); Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJul 2018 – presentPERSONAL FINANCIAL SERVICES LTD · AFSL 234459
- CEASEDJul 2017 – Jul 2018BPW LICENSEE SERVICES PTY LTD · AFSL 484198Through authorised representative BARSDEN PRIVATE WEALTH PTY LTD (no. 000416315)
- CEASEDJul 2017 – Jul 2017BPW LICENSEE SERVICES PTY LTD · AFSL 484198
- CEASEDMar 2016 – Jun 2017GPS WEALTH LTD · AFSL 254544Through authorised representative EVERBLUE CONSULTING PTY LTD (no. 000450221)
- CEASEDApr 2010 – Mar 2016APOGEE FINANCIAL PLANNING PTY LTD · AFSL 230689
- CEASEDNov 2009 – Apr 2010MCA FINANCIAL PLANNERS PTY. LTD. · AFSL 223610
- CEASEDJan 2007 – Nov 2007REGENCY SERVICES (WA) PTY LTD · AFSL 253120
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
FPC002B - Ethics and Professionalism in Financial Advice
Kaplan Higher Education · 2020 · Bridging Course - Ethics
Accredited Listed Product Adviser Program
Kaplan Professional · 2019 · Other
Fellow Chartered Financial Practitioner
Mentor Education Group · 2011 · Professional Designations
Professional Certificate in Self Managed Superannuation
The University of Adelaide · 2007 · Other
Graduate Diploma of Financial Planning
FINSIA · 2005 · Graduate Diploma (AQF 8)
Bachelor of Business
Western Australian Institute of Technology · 1984 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Geoffrey Alan Ivanac claims the profile.
Reviews
Not yet reviewed
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Contacting Geoffrey Alan Ivanac
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
PERSONAL FINANCIAL SERVICES LTD · AFSL 234459
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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