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Financial Advisers: STEPHEN CHARLES GRANT Information

This is the detailed information about STEPHEN CHARLES GRANT, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000235900, the year the Financial Adviser first provided advice is 2009 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:14.

Financial Adviser Number: 000235900
Financial Adviser Name: STEPHEN CHARLES GRANT
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2009
  1. Financial Adviser Status: Ceased
    Name of the licence holder: DOVER FINANCIAL ADVISERS PTY LTD
    Licence Number: 000307248
    Licence ABN: 87112139321
    The company(ies) or people who control the licensee's business: TERRY MCMASTER [Date Ceased: 2018-08-01]
    The date the Financial Adviser commenced the appointment: 2009-10-01
    The date the Financial Adviser ceased the appointment: 2018-07-06
    Authorised Representative Name: DOVER FINANCIAL ADVISERS PTY LTD
    Authorised Representative Number: 000307248
    Rep Appointed ABN: 87112139321
    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 Learning (Aust) Pty Ltd ~ Bachelor of Business (Accounting) - Chrales Sturt University ~ Diploma of Financial Services (Financial Planning) - Integratec ~ Margin Lending and Geared Investments - Kaplan Education Pty Ltd ~ Self Managed Superannuation Funds - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: National Institute of Accountants (NIA)
  2. Financial Adviser Status: Current
    Name of the licence holder: APEX MACRO FINANCIAL GROUP PTY. LTD.
    Licence Number: 000498715
    The date the Financial Adviser commenced the appointment: 2019-09-03
    Authorised Representative Name: APEX MACRO FINANCIAL GROUP PTY. LTD.
    Authorised Representative Number: 000498715
    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 Learning (Aust) Pty Ltd ~ Bachelor of Business (Accounting) - Chrales Sturt University ~ Diploma of Financial Services (Financial Planning) - Integratec ~ Margin Lending and Geared Investments - Kaplan Education Pty Ltd ~ Self Managed Superannuation Funds - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: National Institute of Accountants (NIA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: SENTRY FINANCIAL SERVICES PTY LTD
    Licence Number: 000286786
    Licence ABN: 30113531034
    The company(ies) or people who control the licensee's business: SENTRY GROUP PTY LTD
    The date the Financial Adviser commenced the appointment: 2018-07-09
    The date the Financial Adviser ceased the appointment: 2019-09-02
    Authorised Representative Name: GRANT FINANCIAL PLANNING PTY. LTD.
    Authorised Representative Number: 000341470
    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 Learning (Aust) Pty Ltd ~ Bachelor of Business (Accounting) - Chrales Sturt University ~ Diploma of Financial Services (Financial Planning) - Integratec ~ Margin Lending and Geared Investments - Kaplan Education Pty Ltd ~ Self Managed Superannuation Funds - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: National Institute of Accountants (NIA)

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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.