Geoffrey Foley Financial Planner Report

Name:
Geoffrey Ian Foley

Rep Number:
000259220

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2013-06-11 onwards

Licensee
Name:

Number:
000240813

ABN:
19 009 145 555

Controlled By:

Appointed By
Name:
Morgan Stanley Wealth Management Australia Pty Ltd

Licence Number:
000240813

ABN:
19 009 145 555

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Securities

Qualifications
University of Southern Queensland
Associate Degree in Commerce
Stockbrokers Association of Australia
Margin Lending Accreditation Program
Securities Institute Education
PS146 Compliance Program: Superannuation & Financial Planning
Stockbrokers Association of Australia
Professional Diploma in Stockbroking
Securities & Derivatives Industry Association
SDIA Accreditation Program Assessment