GEOFFREY LLOYD

Financial Adviser · Melbourne, VIC

Registered

GEOFFREY LLOYD is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 1994, based in Melbourne, Victoria. They are authorised to provide advice under MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD (AFSL licence #000240813). Registered qualifications on file include 2003 - Supperannuation - Certificate (AQF 1-4) - Royal Melbourne Institute of Technology, 2007 - Accredited Derivatives Adviser Level Two - Certificate (AQF 1-4) - ASX, 2015 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Higher Education Pty Ltd.

Registration Number

001003644

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

1994

Registration Date

14/09/2015

Financial Services Licensee

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Licence #000240813

📚 Qualifications & Training

2003 - Supperannuation - Certificate (AQF 1-4) - Royal Melbourne Institute of Technology

2007 - Accredited Derivatives Adviser Level Two - Certificate (AQF 1-4) - ASX

2015 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Higher Education Pty Ltd

2023 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.