Geoffrey Gartly Financial Planner Report

Name:
Geoffrey John Gartly

Rep Number:
001248227

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-09-26 onwards

Location:
Ormond, , VIC, 0

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

May advise on following product areas:
Non-basic Deposit Products
Superannuation

Qualifications
Kaplan
ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds
Chisholm Institute of Technology
Bachelor of Business (Accounting)
UNSW
CA SMSF Accreditation Course

Memberships
Chartered Accountants Australia and New Zealand (CA)