RONALD GEFFIN (Adviser# 000268809) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 2, 2014.
| Register Name | Financial Advisers |
| Adviser Name | RONALD GEFFIN |
| Adviser Number | 000268809 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1991 |
| Financial Service (AFS) Licence |
Licence# 000456979 CORE PRIVATE WEALTH PTY LIMITED |
| Licence ABN | 42168301317 |
| Adviser Start Date | 2014-07-02 |
| Appointing Representative Name | CORE PRIVATE WEALTH PTY LIMITED |
| Appointing Representative Number | 000456979 |
| Appointing Representative ABN | 42168301317 |
|
| Qualification / Degree | Institute / School |
|---|---|
| B.Com | University of the Witwatersrand |
| Certified Financial Planner | FPA |
| Diploma of Financial Planning | FPA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000456979 | CORE PRIVATE WEALTH PTY LIMITED | 2014-07-02 - | CORE PRIVATE WEALTH PTY LIMITED |
| 000250869 | IAN MACRITCHIE & ASSOCIATES PTY. LTD. | 2014-07-02 - 2015-12-04 | IAN MACRITCHIE & ASSOCIATES PTY. LTD. |
| Licence Name | CORE PRIVATE WEALTH PTY LIMITED |
| Licence Number | 000456979 |
| Licence ABN | 42168301317 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| TREVOR GEFFIN | Core Private Wealth Pty Limited | Current | 2015-12-02 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| TREVOR GEFFIN | Core Private Wealth Pty Limited | Current | 2015-12-02 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.