Stuart Lloyd Geyer – Financial Adviser
Adviser identifying number: 465250
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014
Name of the licence holder: ALLIANCE WEALTH PTY LTD
Licence number: 449221
Licensee’s ABN: 93161647007
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 06/07/2016
The date the Financial Adviser ceased the appointment: 07/07/2016
Name of the Authorised Representative: THE TRUSTEE FOR STEP UP FINANCIAL SERVICE UNIT TRUST
Authorised Representative identifying number: 001236818
Authorised Representative’s ABN: 66845575101
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:
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Relevant qualifications and training:
- Accredited Listed Product Adviser Program – Kaplan Professional
- Advanced Diploma of Financial Planning – AAMC Training Group
- Diploma of Financial Services (Finance/ Mortgage Broking Management) – AAMC Training Group
- Self Managed Superannuation Fund – Kaplan
- Tier 1 Margin Lending- Personal Advice – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Stuart Lloyd Geyer is authorised to provide advices on following products: