STEPHEN BUHLMAN

Licensee: WLM FINANCIAL SERVICES PTY LIMITED

STEPHEN BUHLMAN (Adviser# 000259769) 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 January 15, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name STEPHEN BUHLMAN
Adviser Number 000259769
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2000
Financial Service (AFS) Licence Licence# 000232512
WLM FINANCIAL SERVICES PTY LIMITED
Licence ABN 82079145298
Adviser Start Date 2018-01-15
Appointing Representative Name WLM FINANCIAL SERVICES PTY LIMITED
Appointing Representative Number 000232512
Appointing Representative ABN 82079145298
Memberships Certified Financial Planner
SMSF Association

Authorisations to provide financial product advice

  • STEPHEN BUHLMAN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash 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 Economics University of Western Australia
Certified Financial Planner FPA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000232512 WLM FINANCIAL SERVICES PTY LIMITED 2018-01-15 - WLM FINANCIAL SERVICES PTY LIMITED
000237590 FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Further restrictions: Government Debentures, Stocks or Bonds: Class of product only.
2007-10-02 - 2018-01-12 FINANCIAL SERVICES PARTNERS PTY LIMITED

Licensee Information

Licence Name WLM FINANCIAL SERVICES PTY LIMITED
Licence Number 000232512
Licence ABN 82079145298

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LAURA RITA MENSCHIK Wlm Financial Services Pty Limited Current 2005-05-01
MATTHEW WILLIAM MATCHETT WALKER Wlm Financial Services Pty Limited Current 2005-05-01
SEAN MICHAEL MCGOWAN Wlm Financial Services Pty Limited Current 2005-05-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LAURA RITA MENSCHIK Wlm Financial Services Pty Limited Current 2005-05-01
MATTHEW WILLIAM MATCHETT WALKER Wlm Financial Services Pty Limited Current 2005-05-01
SEAN MICHAEL MCGOWAN Wlm Financial Services Pty Limited Current 2005-05-01

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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.