GEOFFREY EDWARD GREETHAM


Licensee: ACCORDIUS PTY LTD

GEOFFREY EDWARD GREETHAM (Adviser# 001000332) 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 March 20, 2008.

Adviser Overview

Register Name Financial Advisers
Adviser Name GEOFFREY EDWARD GREETHAM
Adviser Number 001000332
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1999
Financial Service (AFS) Licence Licence# 000321955
ACCORDIUS PTY LTD
Licence Controlled By KM CUSTODIANS PTY LTD
Adviser Start Date 2008-03-20
Appointing Representative Name ACCORDIUS PTY LTD
Appointing Representative Number 000321955
Memberships CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
SMSF Association

Authorisations to provide financial product advice

  • GEOFFREY EDWARD GREETHAM
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Economics Monash University
CFP Certified Financial Planner - Financial Planning Association of Australia
CPA Certified Practising Accountant - CPA Australia
SMSF Specialist Advisor Accreditation SMSF Association
Specialist SMSF Course Adelaide University & Cavendish

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000321955 ACCORDIUS PTY LTD
Licence controlled by: KM CUSTODIANS PTY LTD
2008-03-20 - ACCORDIUS PTY LTD

Licensee Information

Licence Name ACCORDIUS PTY LTD
Licence Number 000321955

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Dataset Information


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.