Stuart Geyer Financial Planner Report

Name:
Stuart Lloyd Geyer

Rep Number:
000465250

Status:
Current

First Advice:
2014

Disciplinary action:
No action

Most Recent Role:
2016-11-17 onwards

Licensee
Name:

Number:
000238256

ABN:
45 087 470 200

Controlled By:

Appointed By
Name:
Matrix Planning Solutions Limited

Licence Number:
000238256

ABN:
45 087 470 200

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Superannuation

Qualifications
Kaplan Professional
Accredited Listed Product Adviser Program
AAMC Training Group
Advanced Diploma of Financial Planning
AAMC Training Group
Diploma of Financial Services (Finance/ Mortgage Broking Management)
Kaplan
Self Managed Superannuation Fund
Kaplan Professional
Tier 1 Margin Lending- Personal Advice

Memberships
Financial Planning Association of Australia (FPA)