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