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