JOSEPH STEPHAN (Adviser# 000226537) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 4, 2015.
| Register Name | Financial Advisers |
| Adviser Name | JOSEPH STEPHAN |
| Adviser Number | 000226537 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2002 |
| Financial Service (AFS) Licence |
Licence# 000476427 STEPHAN INDEPENDENT ADVISORY PTY LTD |
| Adviser Start Date | 2015-08-04 |
| Appointing Representative Name | STEPHAN INDEPENDENT ADVISORY PTY LTD |
| Appointing Representative Number | 000476427 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business (Financial Planning) | RMIT |
| Certified Financial Planner | Financial Planning Assoication |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000476427 | STEPHAN INDEPENDENT ADVISORY PTY LTD | 2015-08-04 - | STEPHAN INDEPENDENT ADVISORY PTY LTD |
| 000225051 | INTEGRITY FINANCIAL PLANNERS PTY. LTD. | 2005-07-01 - 2015-08-03 | INTEGRITY FINANCIAL PLANNERS PTY. LTD. |
| Licence Name | STEPHAN INDEPENDENT ADVISORY PTY LTD |
| Licence Number | 000476427 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.