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Financial Advisers: MICHAEL ROBERT STEPHENS Information

This is the detailed information about MICHAEL ROBERT STEPHENS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000260278, the year the Financial Adviser first provided advice is 2001 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:29.

Financial Adviser Number: 000260278
Financial Adviser Name: MICHAEL ROBERT STEPHENS
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2001
Adviser Town: Echuca
Adviser State: VIC
Adviser Postcode: 3564
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTD
    Licence Number: 000243313
    Licence ABN: 33007207650
    The date the Financial Adviser commenced the appointment: 2015-05-18
    Authorised Representative Name: SYNCHRONISED BUSINESS SERVICES PTY LTD
    Authorised Representative Number: 000243313
    Rep Appointed ABN: 33007207650
    Fin Deposit and Payment Products/Non-basic Deposit Products: 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/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Master of Business Administration - Monash University ~ Master of Financial Planning - RMIT University ~ Self Managed Superannuation Funds - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: AON HEWITT FINANCIAL ADVICE LIMITED
    Licence Number: 000239183
    Licence ABN: 13091225642
    The company(ies) or people who control the licensee's business: Aon plc (Ireland)
    The date the Financial Adviser commenced the appointment: 2004-02-06
    The date the Financial Adviser ceased the appointment: 2015-05-15
    Authorised Representative Name: AON HEWITT FINANCIAL ADVICE LIMITED
    Authorised Representative Number: 000239183
    Rep Appointed ABN: 13091225642
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Master of Business Administration - Monash University ~ Master of Financial Planning - RMIT University ~ Self Managed Superannuation Funds - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)



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.