Geoffrey Lloyd – Financial Adviser
Adviser identifying number: 1003644
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994
Name of the licence holder: COMMONWEALTH PRIVATE LIMITED
Licence number: 314018
Licensee’s ABN: 30125238039
Licence controlled by:
The date the Financial Adviser commenced the appointment: 19/03/2010
The date the Financial Adviser ceased the appointment: 12/08/2015
Name of the Authorised Representative: COMMONWEALTH PRIVATE LIMITED
Authorised Representative identifying number: 000314018
Authorised Representative’s ABN: 30125238039
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:
- Accreditation Program – SDIA
- Accredited Derivatives Adviser Level Two – Tribeca
- Margin Lending and Geared Investments – Kaplan Professional
- SDIA Superannuation – RMIT
- Securities Industry of Australia Certificate – The Securities Institute of Australia
Relevant memberships of professional bodies or industry associations:
Geoffrey Lloyd is authorised to provide advices on following products: