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- Financial Advisers Australia (FAA)
- Geoff Wallis
Geoff Wallis
- Name
- Geoff Wallis
- ID
- 1000852
- ABN
- –
- First Provided Advice
- 2015
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Shartru Wealth Management Pty Ltd (#422409)
- Commenced
- July 1, 2022
- Ceased
- Dec. 6, 2023
- Status
- Ceased
- Licence Holder
- Adaptive Accounting Pty Ltd (#447730)
- Commenced
- Jan. 1, 2015
- Ceased
- April 19, 2023