Geoffrey James Maunsell – Financial Adviser
Adviser identifying number: 253338
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998
Name of the licence holder: PATRON FINANCIAL SERVICES PTY LTD
Licence number: 307379
Licensee’s ABN: 13122381908
Licence controlled by: STEINHARDT HOLDINGS PTY LTD
The date the Financial Adviser commenced the appointment: 29/09/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PATRON FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 307379
Authorised Representative’s ABN: 13122381908
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:
- Advanced Diploma of Financial Planning – Mentor Education
- Advanced Investment Planning – Mentor Education
- Diploma of Financial Services – Tribeca
- Self Managed Superannuation Fund Adviser (Personal Advice) – Mentor Education
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Tax Practitioners Board
Geoffrey James Maunsell 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
- Securities
- Superannuation