Geoffrey Conn – Financial Adviser

Adviser identifying number: 331760
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1984

Name of the licence holder: MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence number: 244252
Licensee’s ABN: 61094529987
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

The date the Financial Adviser commenced the appointment: 31/10/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 244252
Authorised Representative’s ABN: 61094529987

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:

• DFP 1 & 2: Introduction to FP and Insurance Planning (Exemptions) – FPA
• DFP 3:Investment Planning 1 – FPA
• DFP 5 & 6: Taxation Planning & Estate Planning – FPA
• DFP7: Investment Planning 2 – FPA
• Wealth Creation & Retirement Planning – FPA

Relevant memberships of professional bodies or industry associations:

Geoffrey Conn 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
• Superannuation
• All Securities