Marc Geary – Financial Adviser
Adviser identifying number: 381671
Status: Current
Adviser’s ABN: 19962474818
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: HARRIS FRASER (AUSTRALIA) PTY LTD
Licence number: 409535
Licensee’s ABN: 93112249135
Licence controlled by: HARRIS FRASER GROUP LIMITED
The date the Financial Adviser commenced the appointment: 01/11/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HARRIS FRASER (AUSTRALIA) PTY LTD
Authorised Representative identifying number: 409535
Authorised Representative’s ABN: 93112249135
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:
- Diploma of Financial Advising – Securities Institute of Australia
- Hong Kong Securities and Futures Commission (SFC) Paper 1 – Hong Kong Securities and Futures Commission
- Master of Finance – University of Sydney
Relevant memberships of professional bodies or industry associations: Association of Independently Owned Financial Professionals (AIOFP)
Marc Geary 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
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services