Financial Adviser
· WODONGA, VIC
Stuart Lloyd Geyer
No disciplinary history on record with ASIC
WODONGA,
VIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000465250
Stuart Lloyd Geyer is a financial adviser based in Wodonga, Victoria, with 12 years of experience in the financial services industry since 2014. Stuart is currently authorised under Matrix Planning Solutions Limited, operating through Step Up Financial. Stuart holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stuart's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma of Financial Services (Finance/Mortgage Broking Management)
AAMC Training Group
2014
Diploma of Financial Planning
International Institute of Technology (IIT)
2015
Accredited Listed Product Adviser Program
Kaplan Professional
2015
TASA and the TPB Code of Professional Conduct Course
Kaplan Professional
2016
Advanced Diploma of Financial Planning
AAMC Training Group
2016
Self Managed Superannuation Funds Course
Kaplan Professional
2016
Tier 1 Margin Lending
Other - Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
Not authorised to provide Self Managed Superannuation Fund advice.
Not authorised to provide Self Managed Superannuation Fund advice.
APS MELB PTY LTD
Not Authorised to provide personal financial product advice to retail clients on Self-Managed Superannuation Fund.
Source: ASIC Financial Advisers Register