STEVEN CHAPMAN (Adviser# 000298815) 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 April 3, 2018.
| Register Name | Financial Advisers |
| Adviser Name | STEVEN CHAPMAN |
| Adviser Number | 000298815 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000332957 ADVICEIQ PARTNERS PTY LTD |
| Licence ABN | 95134016210 |
| Adviser Start Date | 2018-04-03 |
| Appointing Representative Name | ADVICEIQ PARTNERS PTY LTD |
| Appointing Representative Number | 000332957 |
| Appointing Representative ABN | 95134016210 |
| Memberships |
CPA Australia (CPA) Financial Planning Association of Australia (FPA) Tax Practitioners Board (TPB) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan Professional |
| Bachelor of Business | Queensland University of Technology |
| Certified Practising Accountant | CPA Australia |
| Life Risk Specialist | Financial Planning Association of Australia |
| Masters of Business Administration | Queensland University of Technology |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000332957 | ADVICEIQ PARTNERS PTY LTD | 2018-04-03 - | ADVICEIQ PARTNERS PTY LTD |
| 000247429 |
FITZPATRICKS PRIVATE WEALTH PTY LTD
Licence controlled by: FTZ TOPCO PTY LTD ~ ftz holdco pty ltd ~ ftz mezzco pty ltd ~ yorkway (victoria) bidco pty ltd |
2011-02-28 - 2018-03-31 | FITZPATRICKS PRIVATE WEALTH PTY LTD |
| 000302318 | NORTH WEST FINANCIAL SERVICES (QLD) PTY LTD | 2008-02-01 - 2011-02-27 | STEVEN CHAPMAN |
| Licence Name | ADVICEIQ PARTNERS PTY LTD |
| Licence Number | 000332957 |
| Licence ABN | 95134016210 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CRAIG MATTHEW WEEKS | Adviceiq Partners Pty Ltd | Current | 2018-08-22 |
| REBECCA ANNE LAHEY | Adviceiq Partners Pty Ltd | Current | 2018-08-22 |
| STEPHEN RICHARD ALDRIDGE | Adviceiq Partners Pty Ltd | Current | 2018-04-03 |
| JAMES HORDERN | Adviceiq Partners Pty Ltd | Current | 2017-08-31 |
| JAMES HORSLEY | Adviceiq Partners Pty Ltd | Current | 2017-04-03 |
| SONJA TETZKE | Adviceiq Partners Pty Ltd | Current | 2016-04-01 |
| RAYMOND SHING | Adviceiq Partners Pty Ltd | Current | 2016-03-01 |
| MICHAEL SAUNDERS | Adviceiq Partners Pty Ltd | Ceased | 2016-03-01 |
| JOHN GREG PEARSON | Adviceiq Partners Pty Ltd | Ceased | 2015-11-25 |
| PHILLIP LESLIE | Adviceiq Partners Pty Ltd | Current | 2015-08-03 |
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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.