Geoffrey Maunsell Financial Planner Report

Name:
Geoffrey James Maunsell

Rep Number:
000253338

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2010-09-29 onwards

Location:
Mosman, , NSW, 0

Licensee
Name:

Number:
000307379

ABN:
13 122 381 908

Controlled By:

Appointed By
Name:
Patron Financial Services Pty Ltd

Licence Number:
000307379

ABN:
13 122 381 908

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

Qualifications
Mentor Education
Advanced Diploma of Financial Planning
Mentor Education
Advanced Investment Planning
Tribeca
Diploma of Financial Services
Mentor Education
Self Managed Superannuation Fund Adviser (Personal Advice)

Memberships
Association of Financial Advisers (AFA)
Tax Practitioners Board