Geoffrey Steer Financial Planner Report

Name:
Geoffrey Neville Steer

Rep Number:
000255783

Status:
Current

First Advice:
1991

Disciplinary action:
No action

Most Recent Role:
2016-07-01 onwards

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

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
Securities
Superannuation

Qualifications
University of Melbourne
Bachelor of Commerce
FPA
Diploma in Financial Planning
Institute of Chartered Accountants
Financial Planning Specialist

Memberships
Chartered Accountants Australia and New Zealand (CA)
The Tax Institute