Stuart Lloyd Geyer – Financial Adviser

Adviser identifying number: 465250
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014

Name of the licence holder: ALLIANCE WEALTH PTY LTD
Licence number: 449221
Licensee’s ABN: 93161647007
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 06/07/2016
The date the Financial Adviser ceased the appointment: 07/07/2016
Name of the Authorised Representative: THE TRUSTEE FOR STEP UP FINANCIAL SERVICE UNIT TRUST
Authorised Representative identifying number: 001236818
Authorised Representative’s ABN: 66845575101

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:

• Accredited Listed Product Adviser Program – Kaplan Professional
• Advanced Diploma of Financial Planning – AAMC Training Group
• Diploma of Financial Services (Finance/ Mortgage Broking Management) – AAMC Training Group
• Self Managed Superannuation Fund – Kaplan
• Tier 1 Margin Lending- Personal Advice – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Stuart Lloyd Geyer is authorised to provide advices on following products: