STEPHEN JOHN TROTT (Adviser# 000246592) 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 July 1, 2013.
| Register Name | Financial Advisers |
| Adviser Name | STEPHEN JOHN TROTT |
| Adviser Number | 000246592 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2000 |
| Financial Service (AFS) Licence |
Licence# 000437164 LDB FINANCIAL GROUP PTY LTD |
| Licence ABN | 83161933777 |
| Adviser Start Date | 2013-07-01 |
| Appointing Representative Name | LDB WEALTH SOLUTIONS PTY LTD |
| Appointing Representative Number | 000257930 |
| Memberships | Financial Services Institute of Australasia |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business (Accounting) | Phillip Institute (Vic) |
| Graduate Diploma of Applied Finance & Investment | Securities Institute of Australia |
| Graduate Diploma of Financial Planning | Securities Institute of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000437164 | LDB FINANCIAL GROUP PTY LTD | 2013-07-01 - | LDB WEALTH SOLUTIONS PTY LTD |
| 000246934 |
LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2011-02-16 - 2013-06-28 | STEPHEN JOHN TROTT |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2007-08-01 - 2011-02-07 | STEPHEN JOHN TROTT |
| 000240959 |
ACTUATE ALLIANCE SERVICES PTY LTD
Licence controlled by: IOOF HOLDINGS LTD |
2003-12-08 - 2007-05-11 | STEPHEN JOHN TROTT |
| Licence Name | LDB FINANCIAL GROUP PTY LTD |
| Licence Number | 000437164 |
| Licence ABN | 83161933777 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LINDSAY PHILIP BROADWAY | Ldb Financial Group Pty Ltd | Current | 2018-08-01 |
| PHILIPPA LOUISE CROMBIE | Ldb Financial Group Pty Ltd | Current | 2017-08-10 |
| MATTHEW PHILLIP KELLER | Ldb Financial Group Pty Ltd | Current | 2017-06-13 |
| KATHY JO SMITH | Ldb Financial Group Pty Ltd | Current | 2017-05-05 |
| TIMOTHY JOHN O'LOUGHLIN | Ldb Financial Group Pty Ltd | Current | 2015-04-08 |
| CHRISTOPHER JOHN PAYNE | Ldb Financial Group Pty Ltd | Current | 2013-07-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LINDSAY PHILIP BROADWAY | Ldb Financial Group Pty Ltd | Current | 2018-08-01 |
| PHILIPPA LOUISE CROMBIE | Ldb Financial Group Pty Ltd | Current | 2017-08-10 |
| MATTHEW PHILLIP KELLER | Ldb Financial Group Pty Ltd | Current | 2017-06-13 |
| KATHY JO SMITH | Ldb Financial Group Pty Ltd | Current | 2017-05-05 |
| TIMOTHY JOHN O'LOUGHLIN | Ldb Financial Group Pty Ltd | Current | 2015-04-08 |
| CHRISTOPHER JOHN PAYNE | Ldb Financial Group Pty Ltd | Current | 2013-07-01 |
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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.