Geoffrey Marchesin Marin – Financial Adviser

Adviser identifying number: 1246571
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED
Licence number: 245451
Licensee’s ABN: 38078629973
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 01/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 245451
Authorised Representative’s ABN: 38078629973

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:

• Accountants’ SMSF Package – Kaplan Professional
• Bachelor of Commerce – The Australian National University

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Geoffrey Marchesin Marin is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Superannuation