Investment Trust Companies in Geraldton, WA with opening hours
Find accurate info on the best investment trust companies in Geraldton. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
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Showing results: 1 - 1 out of 1
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12 ANZAC TCE, Geraldton, 6530
(08) 9964 8119
Lisa Greeve, Principal Advisor Lisa is a CERTIFIED FINANCIAL PLANNERTM who has been working in the Finanical Planning industry since 1999. Her educational qualifications include a Bachelor of Commerce degree and a Diploma of Financial Planning. Prior to becoming a financial adviser, Lisa has worked in a number of business disciplines, including insurance, retail management and event management, and has enjoyed many life experiences which have lead her to a personal desire for a more ethical and sustainable way of living and investing. Lisa’s practice is certified by the Responsible Investments Association of Australasia (RIAA) according to the strict disclosure requirements under the Socially Responsible Investment (SRI) Certification Program. Industry Affiliation Lisa Greeve (Authorised Representative No. 306042) offers her services on behalf of GWM Adviser Services Limited and is authorised by GWM Adviser Services Limited to provide financial advice, financial product advice and invester directed services. Quality Accreditation Lisa Greeve has been Quality Advice Accredited by GWM Adviser Services Limited under our internal Quality Advice Programme, which measures quality of advice. Accreditation means that Lisa Greeve and her staff have met the essential criteria on financial planning principles. Several financial plans are assessed against the Quality Advice standards to make sure they meet the necessary requirements for accreditation. The quality of advice provided is regularly monitored. Kirsty Neve, Client Services Manager Kirsty has been with Greeve & Associates since 2007, after working in the training delivery field. She has completed a Bachelor of Environmental Science. Financial Services Guide Greeve Holdings Pty Ltd ACN 120340070, ATF The Greeve Family Trust ABN 35847089904 trading as Greeve & Associates AR # 306042.