STEPHEN MCLEOD LOCKWOOD (Adviser# 000337050) 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 5, 2018.
| Register Name | Financial Advisers |
| Adviser Name | STEPHEN MCLEOD LOCKWOOD |
| Adviser Number | 000337050 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000488886 LOCKWOOD & WARD SMSF ADVISERS PTY LTD |
| Licence Controlled By | Stephen Mcleod LOCKWOOD |
| Adviser Start Date | 2018-06-05 |
| Appointing Representative Name | STEPHEN LOCKWOOD |
| Appointing Representative Number | 001264703 |
| Memberships | Chartered Accountants Australia and New Zealand (CA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Superannuation; Self-Managed Superannuation Fund; Skills | Pinnacle |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000488886 |
LOCKWOOD & WARD SMSF ADVISERS PTY LTD
Licence controlled by: Stephen Mcleod LOCKWOOD |
2018-06-05 - | STEPHEN LOCKWOOD |
| 000488886 |
LOCKWOOD & WARD SMSF ADVISERS PTY LTD
Licence controlled by: Stephen Mcleod LOCKWOOD |
2017-02-21 - 2018-06-04 |
| Licence Name | LOCKWOOD & WARD SMSF ADVISERS PTY LTD |
| Licence Number | 000488886 |
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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.