Thomas Barry Francis – Financial Adviser

Adviser identifying number: 1253414
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: GEERSSULLIVAN SMSF ADVISORY PTY LTD
Licence number: 488745
Licensee’s ABN:
Licence controlled by: GEERSSULLIVAN PTY LTD [Date Ceased: 16/06/2017]

The date the Financial Adviser commenced the appointment: 30/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GEERSSULLIVAN PTY LTD
Authorised Representative identifying number: 1253563
Authorised Representative’s ABN: 11051395503

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:

• Bachelor of Commerce – Notre Dame
• RG146 Deposit Products and Non-cash Payment Facilities – Financial Education Professionals
• RG146 Life Insurance – Financial Education Professionals
• RG146 SMSF – Financial Education Professionals
• RG146 Superannuation – Financial Education Professionals

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Thomas Barry Francis is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation