Geoff Choy – Financial Adviser
Adviser identifying number: 328705
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: HOOD SWEENEY SECURITIES PTY LTD
Licence number: 220897
Licensee’s ABN: 40081455165
Licence controlled by:
The date the Financial Adviser commenced the appointment: 18/08/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HOOD SWEENEY SECURITIES PTY LTD
Authorised Representative identifying number: 220897
Authorised Representative’s ABN: 40081455165
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 Finance – University of Adelaide
- Bachelor of Mathematics (Computer Science) – University of Adelaide
- CFA Program – Chartered Financial Analyst Institute
- CFP Certification Program – Financial Planning Association of Australia
- Graduate Diploma of Financial Planning – Financial Services Institute of Australia
Relevant memberships of professional bodies or industry associations:
- Chartered Financial Analyst Institute (CFA)
- Financial Planning Association of Australia (FPA)
Geoff Choy 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
- Margin Lending Facility / Standard Margin Lending Facility