GEOFF WALLIS (Adviser# 001000852) 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 January 1, 2015.
| Register Name | Financial Advisers |
| Adviser Name | GEOFF WALLIS |
| Adviser Number | 001000852 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2015 |
| Financial Service (AFS) Licence |
Licence# 000447730 ADAPTIVE ACCOUNTING PTY LTD |
| Licence ABN | 33072667460 |
| Adviser Start Date | 2015-01-01 |
| Appointing Representative Name | ADAPTIVE ACCOUNTING PTY LTD |
| Appointing Representative Number | 000447730 |
| Appointing Representative ABN | 33072667460 |
| Memberships | Institute of Public Accountants (IPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Associate Diploma in Business | Capricornia Institute |
| Bachelor of Information Technology | QUT |
| Diploma of Financial Planning | Mentor Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000447730 | ADAPTIVE ACCOUNTING PTY LTD | 2015-01-01 - | ADAPTIVE ACCOUNTING PTY LTD |
| Licence Name | ADAPTIVE ACCOUNTING PTY LTD |
| Licence Number | 000447730 |
| Licence ABN | 33072667460 |
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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.