Geoffrey Carslake Financial Planner Report

Name:
Geoffrey Alan Carslake

Rep Number:
000226085

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2006-11-01 onwards

Licensee
Name:

Number:
000304366

ABN:
19 121 081 810

Appointed By
Name:
Aaa Private Wealth Advisors Pty Ltd

Licence Number:
000304366

ABN:
19 121 081 810

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Western Australia
Bachelor of Commerce
Curtin University
Postgraduate Diploma in Business

Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)