STEPHEN MAX CROUCH

Licensee: INVESTORY PTY LTD

STEPHEN MAX CROUCH (Adviser# 000238013) 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 June 1, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name STEPHEN MAX CROUCH
Adviser Number 000238013
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2002
Financial Service (AFS) Licence Licence# 000432670
INVESTORY PTY LTD
Licence ABN 69161021941
Adviser Start Date 2015-06-01
Appointing Representative Name INVESTORY PTY LTD
Appointing Representative Number 000432670
Appointing Representative ABN 69161021941
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • STEPHEN MAX CROUCH
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business University of Technology, Sydney
Doctor of Business Administration Macquarie University
Financial Planning Specialist Institute of Chartered Accountants in Aust. (ICAA)
Master of Economics Macquarie University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000432670 INVESTORY PTY LTD 2015-06-01 - INVESTORY PTY LTD
000247105 SENTRY FINANCIAL PLANNING PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD
2009-12-18 - 2015-05-31 SENTRY FINANCIAL PLANNING PTY LTD

Licensee Information

Licence Name INVESTORY PTY LTD
Licence Number 000432670
Licence ABN 69161021941

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MATTHEW DAVID GARRETT Investory Pty Ltd Current 2016-11-15
MATTHEW KURT ZSCHECH Investory Pty Ltd Current 2015-06-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MATTHEW DAVID GARRETT Investory Pty Ltd Current 2016-11-15
MATTHEW KURT ZSCHECH Investory Pty Ltd Current 2015-06-01

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Dataset Information

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.