STEVEN JAMES HENDRY


Licensee: REDWOOD WEALTH ALLIANCE PTY LTD

STEVEN JAMES HENDRY (Adviser# 000290614) 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 7, 2005.

Adviser Overview

Register Name Financial Advisers
Adviser Name STEVEN JAMES HENDRY
Adviser Number 000290614
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2005
Financial Service (AFS) Licence Licence# 000227870
REDWOOD WEALTH ALLIANCE PTY LTD
Licence ABN 54085130187
Licence Controlled By COTT INVEST PTY LTD
Adviser Start Date 2005-07-07
Appointing Representative Name REDWOOD WEALTH ALLIANCE PTY LTD
Appointing Representative Number 000227870
Appointing Representative ABN 54085130187
Memberships Financial Planning Association of Australia (FPA)
SMSF Association
Tax Institute of Australia

Authorisations to provide financial product advice

  • STEVEN JAMES HENDRY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce (Corporate, Investment & Quantitative Finance Majors) UWA
Chartered Tax Adviser Tax Institute of Australia
Master of Financial Planning (Distinction) Curtin University of Technology
SMSF Specialist Advisor Self Managed Superannuation Fund Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000227870 REDWOOD WEALTH ALLIANCE PTY LTD
Licence controlled by: COTT INVEST PTY LTD
2005-07-07 - REDWOOD WEALTH ALLIANCE PTY LTD
000227870 REDWOOD WEALTH ALLIANCE PTY LTD
Licence controlled by: COTT INVEST PTY LTD
2004-03-01 - 2015-03-17

Licensee Information

Licence Name REDWOOD WEALTH ALLIANCE PTY LTD
Licence Number 000227870
Licence ABN 54085130187

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
EBONY ANN GARE Redwood Wealth Alliance Pty Ltd Current 2018-01-22
ADAM RAYMOND BRENNAN Redwood Wealth Alliance Pty Ltd Current 2017-07-20
CARLO RIGOLI Redwood Wealth Alliance Pty Ltd Current 2015-04-13
CINDY CHIUMAN Redwood Wealth Alliance Pty Ltd Current 2014-07-04
JAMES ROBERT CHARLES GOULDSON Redwood Wealth Alliance Pty Ltd Current 2009-10-26
PETER AUSTEN CHISHOLM EASTMAN Redwood Wealth Alliance Pty Ltd Current 2006-11-17
PAUL DAVID BEGLEY Redwood Wealth Alliance Pty Ltd Current 2003-07-01
LEE BRADLEY MARTYN Redwood Wealth Alliance Pty Ltd Ceased 2003-07-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
EBONY ANN GARE Redwood Wealth Alliance Pty Ltd Current 2018-01-22
ADAM RAYMOND BRENNAN Redwood Wealth Alliance Pty Ltd Current 2017-07-20
CARLO RIGOLI Redwood Wealth Alliance Pty Ltd Current 2015-04-13
CINDY CHIUMAN Redwood Wealth Alliance Pty Ltd Current 2014-07-04
JAMES ROBERT CHARLES GOULDSON Redwood Wealth Alliance Pty Ltd Current 2009-10-26
PETER AUSTEN CHISHOLM EASTMAN Redwood Wealth Alliance Pty Ltd Current 2006-11-17
PAUL DAVID BEGLEY Redwood Wealth Alliance Pty Ltd Current 2003-07-01
LEE BRADLEY MARTYN Redwood Wealth Alliance Pty Ltd Ceased 2003-07-01

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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.