GEOFFREY ALAN IVANAC (Adviser# 000309751) 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, 2018.
| Register Name | Financial Advisers |
| Adviser Name | GEOFFREY ALAN IVANAC |
| Adviser Number | 000309751 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000234459 AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
| Licence ABN | 26098725145 |
| Licence Controlled By | AUSTRALIAN UNITY LIMITED |
| Adviser Start Date | 2018-07-02 |
| Appointing Representative Name | AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
| Appointing Representative Number | 000234459 |
| Appointing Representative ABN | 26098725145 |
| Memberships |
Association of Financial Advisers (AFA) Chartered Accountants Australia and New Zealand (CA) Fellow Chartered Financial Practitioner (FChFP) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | Western Australian Institute of Technology |
| Fellow Chartered Financial Practitioner | Mentor Education Group |
| Graduate Certificate | Graduate Certificate in Self Managed Superannuation - Adelaide University |
| Graduate Diploma | Financial Planning - FINSIA |
| Post Diploma in Business | Accounting - Curtin University of Technology |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000234459 |
AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence controlled by: AUSTRALIAN UNITY LIMITED |
2018-07-02 - | AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
| 000484198 |
BPW LICENSEE SERVICES PTY LTD
Licence controlled by: TAO PTY LTD |
2017-07-06 - 2018-07-01 | BARSDEN PRIVATE WEALTH PTY LTD |
| 000484198 |
BPW LICENSEE SERVICES PTY LTD
Licence controlled by: TAO PTY LTD |
2017-07-01 - 2017-07-05 | BPW LICENSEE SERVICES PTY LTD |
| 000254544 |
GPS WEALTH LTD
Licence controlled by: EASTON INVESTMENTS LIMITED |
2016-03-03 - 2017-06-30 | EVERBLUE CONSULTING PTY LTD |
| 000230689 |
APOGEE FINANCIAL PLANNING LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2010-04-20 - 2016-03-02 | APOGEE FINANCIAL PLANNING LIMITED |
| 000223610 | MCA FINANCIAL PLANNERS PTY. LTD. | 2009-11-02 - 2010-04-09 | |
| 000253120 | REGENCY SERVICES (WA) PTY LTD | 2007-01-24 - 2007-11-09 |
| Licence Name | AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
| Licence Number | 000234459 |
| Licence ABN | 26098725145 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ANDREW BRONNEBERG | Australian Unity Personal Financial Services Ltd | Current | 2018-07-17 |
| PAUL RICHARD YEOMAN | Australian Unity Personal Financial Services Ltd | Current | 2018-07-17 |
| GABRIEL ORZOI | Australian Unity Personal Financial Services Ltd | Current | 2018-07-04 |
| NATHANIEL LUKE PETER CHELL | Australian Unity Personal Financial Services Ltd | Current | 2018-06-26 |
| MELINDA ANNE REID | Australian Unity Personal Financial Services Ltd | Current | 2018-06-26 |
| SHARLENE HALVORSEN | Australian Unity Personal Financial Services Ltd | Current | 2018-06-20 |
| DANIEL LEE SILVESTRI | Australian Unity Personal Financial Services Ltd | Current | 2018-06-20 |
| WILLIAM JACK KELLY | Australian Unity Personal Financial Services Ltd | Current | 2018-05-18 |
| LYNDA MONIQUE SEXTON | Australian Unity Personal Financial Services Ltd | Current | 2018-05-18 |
| STUART RUSSELL WILLIAMSON | Australian Unity Personal Financial Services Ltd | Current | 2018-03-01 |
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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.