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: