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

Shartru Wealth Management Pty Ltd (#422409) Ceased July 1, 2022 – Dec. 6, 2023

Status: Ceased
Licence Holder: Shartru Wealth Management Pty Ltd (#422409)
Commenced: July 1, 2022
Ceased: Dec. 6, 2023

Adaptive Accounting Pty Ltd (#447730) Ceased Jan. 1, 2015 – April 19, 2023

Status: Ceased
Licence Holder: Adaptive Accounting Pty Ltd (#447730)
Commenced: Jan. 1, 2015
Ceased: April 19, 2023