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