Guenther Franz Goetz – Financial Adviser

Adviser identifying number: 258205
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995

Name of the licence holder: UNIQUE ADVISERS PTY LTD
Licence number: 328140
Licensee’s ABN: 38131483111
Licence controlled by:

The date the Financial Adviser commenced the appointment: 26/09/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: UNIQUE ADVISERS PTY LTD
Authorised Representative identifying number: 328140
Authorised Representative’s ABN: 38131483111

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Business, Major in Accounting – NSW Uni of Technology
  • Certificate IV in Finance and Mortgage Broking – The National Finance Institute
  • DIPLOMA OF FINANCIAL PLANNING – DEAKIN UNIVERSITY
  • SELF MANAGED SUPERANNUATION FUNDS – TRIBECA

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • CPA Australia (CPA)
  • Chartered Accountants Australia and New Zealand (CA)
  • Financial Planning Association of Australia (FPA)
  • National Insurance Brokers Association (NIBA)

Guenther Franz Goetz is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation