GEOFFREY ALAN IVANAC


Licensee: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD

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.

Adviser Overview

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)

Authorisations to provide financial product advice

  • GEOFFREY ALAN IVANAC
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

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

Adviser employment history

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

Licensee Information

Licence Name AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence Number 000234459
Licence ABN 26098725145

Financial advisers with the same licensee

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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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.