Geoffrey Wayne Fall – Financial Adviser
Adviser identifying number: 418196
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: KEYSTONE PARTNERSHIP PTY LTD
Licence number: 466137
Licensee’s ABN: 22169650720
Licence controlled by: KEYSTONE PARTNERSHIP HOLDINGS PTY LTD
The date the Financial Adviser commenced the appointment: 19/02/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KEYSTONE PARTNERSHIP PTY LTD
Authorised Representative identifying number: 466137
Authorised Representative’s ABN: 22169650720
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 Services (Financial Planning) – Kaplan
- Diploma of Financial Services (Financial Planning) – Kaplan
- Direct Shares (ALPA) – Kaplan
- Margin Lending – Kaplan
- SMSF – Kaplan
Relevant memberships of professional bodies or industry associations:
Geoffrey Wayne Fall is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit 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
- Margin Lending Facility / Standard Margin Lending Facility