STEVIN CARVALHO (Adviser# 000334809) 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 August 16, 2018.
| Register Name | Financial Advisers |
| Adviser Name | STEVIN CARVALHO |
| Adviser Number | 000334809 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2008 |
| Financial Service (AFS) Licence |
Licence# 000389206 AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD |
| Licence ABN | 26088464939 |
| Adviser Start Date | 2018-08-16 |
| Appointing Representative Name | THE TRUSTEE FOR STEVIN CARVALHO FAMILY TRUST |
| Appointing Representative Number | 001266852 |
| Appointing Representative ABN | 51146220110 |
| Further Restrictions | Superannuation is restricted to Life Risk Insurance Products within Superannuation |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Mentor Education |
| Bachelor of Commerce (Financial Accounting and Auditing) | University of Mumbai (India) |
| Diploma of Financial Services | Investment Banking Institute |
| Self Managed Superannuation Fund Adviser ( Personal Advice) | Mentor Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000389206 |
AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD
Further restrictions: Superannuation is restricted to Life Risk Insurance Products within Superannuation |
2018-08-16 - | THE TRUSTEE FOR STEVIN CARVALHO FAMILY TRUST |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: Excluding Self Managed Superannuation Funds |
2014-09-16 - 2018-08-01 | WESTPAC BANKING CORPORATION |
| 000244252 |
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2013-05-21 - 2014-09-04 | |
| 000334400 |
SPECTRUM WEALTH ADVISERS PTY LTD
Licence controlled by: Freedom Insurance Group Pty Ltd |
2011-03-02 - 2013-05-20 | |
| 000329337 | IPRAXIS PTY LTD | 2010-07-13 - 2011-02-27 | |
| 000232409 | COMBINED INSURANCE COMPANY OF AMERICA | 2009-03-09 - 2010-05-21 |
| Licence Name | AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD |
| Licence Number | 000389206 |
| Licence ABN | 26088464939 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CLEMENT EVEREST LOBO | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-07-23 |
| ROHITH JOHN D SOUZA | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-07-23 |
| HARIWANSH CHAWLA | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-06-29 |
| DANIELLE COVENTRY | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-06-20 |
| ADAM CHARLES LEWIS | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-06-19 |
| SAMUEL RODERICK BEST | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-06-19 |
| MARYBETH ADA BANKS | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-06-19 |
| PAUL MAXWELL LEWIS | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-02-13 |
| JOSEPH THOMAS PANTHRADIL | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-02-07 |
| SAMUEL RYAN CAMMAN | Australian Mortgage and Financial Advisers Pty Ltd | Ceased | 2017-10-23 |
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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.