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Financial Advisers: STEVEN ROBERT MAY Information

This is the detailed information about STEVEN ROBERT MAY, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000230145, the year the Financial Adviser first provided advice is 1999 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:10.

Financial Adviser Number: 000230145
Financial Adviser Name: STEVEN ROBERT MAY
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1999
Adviser Town: Warners Bay
Adviser State: NSW
Adviser Postcode: 2282
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: FUTURO FINANCIAL SERVICES PTY LTD
    Licence Number: 000238478
    Licence ABN: 30085870015
    The company(ies) or people who control the licensee's business: HIGHFIELD GROUP PTY LTD
    The date the Financial Adviser commenced the appointment: 2017-03-10
    Authorised Representative Name: FUTURO FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000238478
    Rep Appointed ABN: 30085870015
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Derivatives: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Standard Margin Lending Facility: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ FNS60404 - Advanced Diploma of Financial Services (Financial Planning) - Tribeca
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: MATRIX PLANNING SOLUTIONS LIMITED
    Licence Number: 000238256
    Licence ABN: 45087470200
    The company(ies) or people who control the licensee's business: CLEARVIEW WEALTH LIMITED
    The date the Financial Adviser commenced the appointment: 2015-01-19
    The date the Financial Adviser ceased the appointment: 2015-12-04
    Authorised Representative Name: MATRIX PLANNING SOLUTIONS LIMITED
    Authorised Representative Number: 000238256
    Rep Appointed ABN: 45087470200
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ FNS60404 - Advanced Diploma of Financial Services (Financial Planning) - Tribeca
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
    Licence Number: 000234665
    Licence ABN: 35002976294
    The company(ies) or people who control the licensee's business: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 2016-02-27]
    The date the Financial Adviser commenced the appointment: 2016-06-10
    The date the Financial Adviser ceased the appointment: 2017-03-10
    Authorised Representative Name: CHARTER FINANCIAL PLANNING LIMITED
    Authorised Representative Number: 000234665
    Rep Appointed ABN: 35002976294
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ FNS60404 - Advanced Diploma of Financial Services (Financial Planning) - Tribeca
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  4. Financial Adviser Status: Ceased
    Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
    Licence Number: 000234665
    Licence ABN: 35002976294
    The company(ies) or people who control the licensee's business: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 2016-02-27]
    The date the Financial Adviser commenced the appointment: 2016-02-03
    The date the Financial Adviser ceased the appointment: 2016-05-13
    Authorised Representative Name: CHARTER FINANCIAL PLANNING LIMITED
    Authorised Representative Number: 000234665
    Rep Appointed ABN: 35002976294
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ FNS60404 - Advanced Diploma of Financial Services (Financial Planning) - Tribeca
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: One off licensee approval isrequired for all MDA services andproducts which are either not on theapproved product list or Derivatives.
  5. Financial Adviser Status: Ceased
    Name of the licence holder: GPS WEALTH LTD
    Licence Number: 000254544
    Licence ABN: 17005482726
    The company(ies) or people who control the licensee's business: EASTON INVESTMENTS LIMITED
    The date the Financial Adviser commenced the appointment: 2014-05-25
    The date the Financial Adviser ceased the appointment: 2015-01-16
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ FNS60404 - Advanced Diploma of Financial Services (Financial Planning) - Tribeca
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  6. Financial Adviser Status: Ceased
    Name of the licence holder: GWM ADVISER SERVICES LIMITED
    Licence Number: 000230692
    Licence ABN: 96002071749
    The company(ies) or people who control the licensee's business: MLC WEALTH LIMITED ~ NATIONAL AUSTRALIA BANK LIMITED
    The date the Financial Adviser commenced the appointment: 2008-04-22
    The date the Financial Adviser ceased the appointment: 2014-05-24
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ FNS60404 - Advanced Diploma of Financial Services (Financial Planning) - Tribeca
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.