Geoffrey Maxwell Davis – Financial Adviser
Adviser identifying number: 237624
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: FIDUCIAN FINANCIAL SERVICES PTY LTD
Licence number: 231103
Licensee’s ABN: 46094765134
Licence controlled by: FIDUCIAN GROUP LIMITED
The date the Financial Adviser commenced the appointment: 17/09/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FIDUCIAN FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 231103
Authorised Representative’s ABN: 46094765134
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:
- Cert IV in Finance & Mortgage Broking – Kaplan
- Diploma of Financial Planning – Finsia
- Margin Lending & Geared Investments – Kaplan
- SMSF – Kaplan
Relevant memberships of professional bodies or industry associations:
Geoffrey Maxwell Davis is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility