Georgi Matilda Maree Leader – Financial Adviser

Adviser identifying number: 333229
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: CLARITY SUCCESS FREEDOM PTY LTD
Licence number: 493340
Licensee’s ABN:
Licence controlled by: Paul GAFFNEY

The date the Financial Adviser commenced the appointment: 26/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CLARITY SUCCESS FREEDOM PTY LTD
Authorised Representative identifying number: 493340
Authorised Representative’s ABN:

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) – International Institute of Technology Pty Ltd (IIT)
  • Certificate IV Financial Services (Finance/Mortgage Broking) – The National Finance Institute
  • Diploma of Financial Services (Financial Planning) – International Institute of Technology Pty Ltd (IIT)
  • Margin Lending – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

Georgi Matilda Maree Leader 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
  • Securities
  • Superannuation