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.
| 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) |
|
| 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 |
| 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 |
| Licence Name | INVESTORY PTY LTD |
| Licence Number | 000432670 |
| Licence ABN | 69161021941 |
| 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 |
| 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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| 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.