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