STEVEN MELLING (Adviser# 000234711) 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 September 2, 2003.
| Register Name | Financial Advisers |
| Adviser Name | STEVEN MELLING |
| Adviser Number | 000234711 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2003 |
| Financial Service (AFS) Licence |
Licence# 000231247 PAUL MELLING & ASSOCIATES PTY. LIMITED |
| Licence ABN | 99006425092 |
| Adviser Start Date | 2003-09-02 |
| Appointing Representative Name | PAUL MELLING & ASSOCIATES PTY. LIMITED |
| Appointing Representative Number | 000231247 |
| Appointing Representative ABN | 99006425092 |
| Memberships |
Association of Superannuation Funds Australia (ASFA) Chartered Alternative Investment Analyst Association Chartered Financial Analyst Institute (CFA) Global Association of Risk Professionals (GARP) Institute of Managed Account Providers (IMAP) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics | Latrobe University |
| CFA Charterholder | CFA Institute |
| Chartered Alternative Investment Analyst (CAIA) Charterholder | Chartered Alternative Investment Analyst Association |
| Graduate Diploma in Applied Finance and Investment | Securities Institute of Australia - FINSIA |
| Master of Applied Finance | Macquarie University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000231247 | PAUL MELLING & ASSOCIATES PTY. LIMITED | 2003-09-02 - | PAUL MELLING & ASSOCIATES PTY. LIMITED |
| Licence Name | PAUL MELLING & ASSOCIATES PTY. LIMITED |
| Licence Number | 000231247 |
| Licence ABN | 99006425092 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHRISTINA JONES | Paul Melling & Associates Pty. Limited | Current | 2013-03-04 |
| PAUL EDWARD MELLING | Paul Melling & Associates Pty. Limited | Current | 2003-09-02 |
| MICHAEL CONNELLY | Paul Melling & Associates Pty. Limited | Current | 2003-09-02 |
| UMBERTO TROBBIANI | Paul Melling & Associates Pty. Limited | Ceased | 2003-09-02 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHRISTINA JONES | Paul Melling & Associates Pty. Limited | Current | 2013-03-04 |
| PAUL EDWARD MELLING | Paul Melling & Associates Pty. Limited | Current | 2003-09-02 |
| MICHAEL CONNELLY | Paul Melling & Associates Pty. Limited | Current | 2003-09-02 |
| UMBERTO TROBBIANI | Paul Melling & Associates Pty. Limited | Ceased | 2003-09-02 |
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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.