STEVEN JOHN KIRKMAN


Licensee: WEALTH MANAGEMENT MATTERS PTY LTD

STEVEN JOHN KIRKMAN (Adviser# 000255557) 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, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name STEVEN JOHN KIRKMAN
Adviser Number 000255557
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1997
Financial Service (AFS) Licence Licence# 000491619
WEALTH MANAGEMENT MATTERS PTY LTD
Licence ABN 34612767807
Adviser Start Date 2018-07-01
Appointing Representative Name MCCONACHIE STEDMAN FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000340003
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • STEVEN JOHN KIRKMAN
  • ·
  • 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
Certified Financial Planner Financial Planning Association of Australia (FPA)
Diploma of Financial Planning Deakin University
Diploma of Financial Services (Finance/Mortgage Broking Management) AAMC Training Group
Margin Lending and Geared Investments Kaplan
Self Managed Superannuation Funds Tribeca

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000491619 WEALTH MANAGEMENT MATTERS PTY LTD 2018-07-01 - MCCONACHIE STEDMAN FINANCIAL PLANNING PTY LTD
000274484 HENDERSON MATUSCH PTY LTD
Licence controlled by: Access Management Pty Ltd ATF Matusch Family Trust
2009-06-26 - 2018-06-30 MCCONACHIE STEDMAN FINANCIAL PLANNING PTY LTD

Licensee Information

Licence Name WEALTH MANAGEMENT MATTERS PTY LTD
Licence Number 000491619
Licence ABN 34612767807

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SCOTT ANDREW MAROSKE Wealth Management Matters Pty Ltd Current 2018-07-01
ROBERT BRUCE FRANKLIN Wealth Management Matters Pty Ltd Current 2018-07-01
PETER ROBERT MCCULLOUGH Wealth Management Matters Pty Ltd Current 2018-07-01
JERAMIA JAMES READING Wealth Management Matters Pty Ltd Current 2018-07-01
ROBYN AIDEEN HATCH Wealth Management Matters Pty Ltd Current 2018-02-07
ANTHONY BAZZANA Wealth Management Matters Pty Ltd Current 2018-02-07
LUCILLE ROSE HERNANDEZ Wealth Management Matters Pty Ltd Current 2017-10-26

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SCOTT ANDREW MAROSKE Wealth Management Matters Pty Ltd Current 2018-07-01
ROBERT BRUCE FRANKLIN Wealth Management Matters Pty Ltd Current 2018-07-01
PETER ROBERT MCCULLOUGH Wealth Management Matters Pty Ltd Current 2018-07-01
JERAMIA JAMES READING Wealth Management Matters Pty Ltd Current 2018-07-01
ROBYN AIDEEN HATCH Wealth Management Matters Pty Ltd Current 2018-02-07
ANTHONY BAZZANA Wealth Management Matters Pty Ltd Current 2018-02-07
LUCILLE ROSE HERNANDEZ Wealth Management Matters Pty Ltd Current 2017-10-26

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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.