Geoffrey Mark Gaertner – Financial Adviser

Adviser identifying number: 232467
Status: Current
Adviser’s ABN: 51262898708
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: AMP FINANCIAL PLANNING PTY LIMITED
Licence number: 232706
Licensee’s ABN: 89051208327
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 23/05/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AMP FINANCIAL PLANNING PTY LIMITED
Authorised Representative identifying number: 232706
Authorised Representative’s ABN: 89051208327

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Introduction to Financial Planning – Financial Planning Association (FPA)
  • Investment Planning 1 – Integratec (Australia) Pty Ltd
  • Risk Management – Integratec (Australia) Pty Ltd
  • Superannuation and Retirement Planning – Integratec (Australia) Pty Ltd

Relevant memberships of professional bodies or industry associations:

Geoffrey Mark Gaertner is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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
  • Margin Lending Facility / Standard Margin Lending Facility