STEPHEN ROBERT HANDLEY


Licensee: MIPLAN ADVISORY PTY LTD

STEPHEN ROBERT HANDLEY (Adviser# 000324145) 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 June 13, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name STEPHEN ROBERT HANDLEY
Adviser Number 000324145
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2008
Financial Service (AFS) Licence Licence# 000485478
MIPLAN ADVISORY PTY LTD
Adviser Start Date 2016-06-13
Appointing Representative Name MIPLAN ADVISORY PTY LTD
Appointing Representative Number 000485478
Memberships Association of Independently Owned Financial Professionals (AIOFP)

Authorisations to provide financial product advice

  • STEPHEN ROBERT HANDLEY
  • ·
  • 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

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Services (Financial Planning) RG146 Training Australia Pty Ltd
Margin Lending and Geared Investments Kaplan Education Pty Limited

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000485478 MIPLAN ADVISORY PTY LTD 2016-06-13 - MIPLAN ADVISORY PTY LTD
000414256 AIW DEALER SERVICES PTY LTD
Licence controlled by: ASTUTE HOLDINGS GROUP PTY LTD
2013-12-20 - 2016-05-24 AIW DEALER SERVICES PTY LTD
000278937 THE ADVICE EXCHANGE PTY LTD
Licence controlled by: ADVICE EXCHANGE SOLUTIONS PTY LTD
2011-06-20 - 2013-12-20 STEPHEN ROBERT HANDLEY
000231138 FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
2008-04-11 - 2011-06-17 STEPHEN ROBERT HANDLEY

Licensee Information

Licence Name MIPLAN ADVISORY PTY LTD
Licence Number 000485478

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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.