Geoffrey Alan Ivanac – Financial Adviser

Adviser identifying number: 309751
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 03/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EVERBLUE CONSULTING PTY LTD
Authorised Representative identifying number: 450221
Authorised Representative’s ABN: 34162924512

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 Business – Western Australian Institute of Technology
• Fellow Chartered Financial Practitioner – Mentor Education Group
• Graduate Certificate – Graduate Certificate in Self Managed Superannuation – Adelaide University
• Graduate Diploma – Financial Planning – FINSIA
• Post Diploma in Business – Accounting – Curtin University of Technology

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Fellow Chartered Financial Practitioner (FChFP)

Geoffrey Alan Ivanac is authorised to provide advices on following 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
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility