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Garth Hopkinson

Senior Wealth Adviser, Wealth Management, BBus (Fin), AdvDipFinPlan, ADA1 (ASX)

Strategic wealth advice aligned to client goals

Improving the Financial Well-being of Clients Through Effective Investment Strategies

As an experienced Wealth Adviser with over 15 years in financial services, Garth's focus is on improving the financial well-being and lifestyle of his clients, through constructing effective investment strategies built upon a thorough understanding of their circumstances, goals, and tolerance for investment risk.

Authorisations

Garth Hopkinson can advise on the following product areas:

  • Deposit and Payment Products
  • Derivatives
  • Government Debentures, Stocks, or Bonds
  • Investment Life Insurance Products
  • Life Risk Insurance Products
  • Managed Investment Schemes
  • MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending

    Qualifications

    • National Adviser Exam, ASIC, 2020
    • Ethics and Professionalism in Financial Advice, KAPLAN, 2020
    • Advanced Diploma of Financial Planning (ADFP), KAPLAN, 2019
    • Bachelor of Business (Major in Finance), Edith Cowan University, 2007