Geoffrey Ivanac Financial Planner Report

Name:
Geoffrey Alan Ivanac

Rep Number:
000309751

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2017-07-06 onwards

Licensee
Name:

Number:
000484198

Controlled By:

Appointed By
Name:
Barsden Private Wealth Pty Ltd

Licence Number:
000416315

ABN:
41 153 930 799

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
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Western Australian Institute of Technology
Bachelor of Business
Mentor Education Group
Fellow Chartered Financial Practitioner
Adelaide University
Graduate Certificate - Graduate Certificate in Self Managed Superannuation
FINSIA
Graduate Diploma - Financial Planning
Curtin University of Technology
Post Diploma in Business - Accounting

Memberships
Chartered Accountants Australia and New Zealand (CA)
Fellow Chartered Financial Practitioner (FChFP)