Geoff Wallis – Financial Adviser

Adviser identifying number: 1000852
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: ADAPTIVE ACCOUNTING PTY LTD
Licence number: 447730
Licensee’s ABN: 33072667460
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/01/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ADAPTIVE ACCOUNTING PTY LTD
Authorised Representative identifying number: 447730
Authorised Representative’s ABN: 33072667460

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:

• Associate Diploma in Business – Capricornia Institute
• Bachelor of Information Technology – QUT
• Diploma of Financial Planning – Mentor Education

Relevant memberships of professional bodies or industry associations: Institute of Public Accountants (IPA)

Geoff Wallis is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation