Geoffrey Edward Greetham – Financial Adviser

Adviser identifying number: 1000332
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: ACCORDIUS PTY LTD
Licence number: 321955
Licensee’s ABN:
Licence controlled by: KM CUSTODIANS PTY LTD

The date the Financial Adviser commenced the appointment: 20/03/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ACCORDIUS PTY LTD
Authorised Representative identifying number: 321955
Authorised Representative’s ABN:

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 Economics – Monash University
• CFP – Certified Financial Planner – Financial Planning Association of Australia
• CPA – Certified Practising Accountant – CPA Australia
• SMSF Specialist Advisor Accreditation – SMSF Association
• Specialist SMSF Course – Adelaide University & Cavendish

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)
• SMSF Association

Geoffrey Edward Greetham is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services