Geoffrey Ian Foley – Financial Adviser

Adviser identifying number: 259220
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Licence number: 240813
Licensee’s ABN: 19009145555
Licence controlled by: MORGAN STANLEY SMITH BARNEY HOLDINGS LLC

The date the Financial Adviser commenced the appointment: 11/06/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Authorised Representative identifying number: 240813
Authorised Representative’s ABN: 19009145555

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 Degree in Commerce – University of Southern Queensland
  • Margin Lending Accreditation Program – Stockbrokers Association of Australia
  • PS146 Compliance Program: Superannuation & Financial Planning – Securities Institute Education
  • Professional Diploma in Stockbroking – Stockbrokers Association of Australia
  • SDIA Accreditation Program Assessment – Securities & Derivatives Industry Association

Relevant memberships of professional bodies or industry associations:

Geoffrey Ian Foley is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Managed Investment Schemes / MDA Services
  • Securities
  • Margin Lending Facility / Standard Margin Lending Facility