STEVEN GREENHAM (Adviser# 000266778) 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 September 8, 2017.
| Register Name | Financial Advisers |
| Adviser Name | STEVEN GREENHAM |
| Adviser Number | 000266778 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1994 |
| Financial Service (AFS) Licence |
Licence# 000237590 FINANCIAL SERVICES PARTNERS PTY LIMITED |
| Licence ABN | 15089512587 |
| Licence Controlled By | AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
| Adviser Start Date | 2017-09-08 |
| Appointing Representative Name | FINANCIAL SERVICES PARTNERS PTY LIMITED |
| Appointing Representative Number | 000237590 |
| Appointing Representative ABN | 15089512587 |
| Memberships |
CFP - Certified Financial Planner (FPA) Financial Planning Association of Australia (FPA) |
| Further Restrictions | Government Debentures, Stocks or Bonds: Class of product only; Superannuation: Not authorised to provide SMSF advice |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Finance and Mortgage Broking Management | Kaplan Professional |
| Diploma of Financial Planning | Financial Planning Association (FPA) |
| Margin Lending and Geared Investments | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 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; Superannuation: Not authorised to provide SMSF advice |
2017-09-08 - | FINANCIAL SERVICES PARTNERS PTY LIMITED |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2015-07-31 - 2017-09-07 | CHARTER FINANCIAL PLANNING LIMITED |
| 000232686 |
GENESYS WEALTH ADVISERS LIMITED
Licence controlled by: AMP LIMITED Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2014-05-30 - 2015-06-23 | GENESYS WEALTH ADVISERS LIMITED |
| 000230560 | QUADRANT SECURITIES PTY LTD | 2009-12-23 - 2014-05-30 |
| Licence Name | FINANCIAL SERVICES PARTNERS PTY LIMITED |
| Licence Number | 000237590 |
| Licence ABN | 15089512587 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SUZANNE FRANCES WOOD | Financial Services Partners Pty Limited | Current | 2018-08-30 |
| SAMANTHA SZE MAN SUN | Financial Services Partners Pty Limited | Current | 2018-07-25 |
| ANGELO CHRISTOPHER ZERELLA | Financial Services Partners Pty Limited | Current | 2018-07-16 |
| SUGANESH KUMAR KUMANAN | Financial Services Partners Pty Limited | Current | 2018-06-29 |
| STEPHANIE PATRICK | Financial Services Partners Pty Limited | Current | 2018-05-23 |
| ROBERT ANDREW CREELEY | Financial Services Partners Pty Limited | Current | 2018-02-01 |
| ROBYN VAN ROOY | Financial Services Partners Pty Limited | Current | 2017-11-13 |
| ANGELOS LYSIKATOS | Financial Services Partners Pty Limited | Current | 2017-11-13 |
| LYNDA HILLS | Financial Services Partners Pty Limited | Current | 2017-09-08 |
| TIMOTHY D'ASTOLI | Financial Services Partners Pty Limited | Current | 2017-09-07 |
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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.