Geoffrey Gaertner Financial Planner Report

Name:
Geoffrey Mark Gaertner

Rep Number:
000232467

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2011-05-23 onwards

ABN:
51 262 898 708

Licensee
Name:

Number:
000232706

ABN:
89 051 208 327

Controlled By:

Appointed By
Name:
AMP Financial Planning Pty Limited

Licence Number:
000232706

ABN:
89 051 208 327

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

Qualifications
Financial Planning Association (FPA)
Introduction to Financial Planning
Integratec (Australia) Pty Ltd
Investment Planning 1
Integratec (Australia) Pty Ltd
Risk Management
Integratec (Australia) Pty Ltd
Superannuation and Retirement Planning