Financial Adviser · VERMONT, VIC

Geoffrey Conn

42 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000331760

Geoffrey Conn is a financial adviser based in Vermont, Victoria, with 42 years of experience in the financial services industry. Geoffrey is currently authorised under Millennium 3 Financial Services Pty Ltd. Geoffrey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a DFP 1 & 2: Introduction to FP and Insurance Planning (Exemptions) from FPA. Geoffrey is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: Superannuation - Not Authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2000

DFP 1 & 2: Introduction to FP and Insurance Planning (Exemptions)

FPA

2001

DFP 3:Investment Planning 1

FPA

2001

Wealth Creation & Retirement Planning

FPA

2002

DFP 5 & 6: Taxation Planning & Estate Planning

FPA

2002

DFP7: Investment Planning 2

FPA

Registration History

Millennium 3 Financial Services Pty Ltd

Oct 2008 - Present Current

Superannuation - Not Authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register