Geoffrey Conn Financial Planner Report

Name:
Geoffrey Conn

Rep Number:
000331760

Status:
Current

First Advice:
1984

Disciplinary action:
No action

Most Recent Role:
2008-10-31 onwards

Location:
Vermont, Melbourne, VIC, 3133

Licensee
Name:

Number:
000244252

ABN:
61 094 529 987

Controlled By:

Appointed By
Name:
Millennium 3 Financial Services Pty Ltd

Licence Number:
000244252

ABN:
61 094 529 987

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
Retirement Savings Account Products
All Securities
Superannuation

Qualifications
FPA
DFP 1 & 2: Introduction to FP and Insurance Planning (Exemptions)
FPA
DFP 3:Investment Planning 1
FPA
DFP 5 & 6: Taxation Planning & Estate Planning
FPA
DFP7: Investment Planning 2
FPA
Wealth Creation & Retirement Planning