STEVEN PETER DAVIES (Adviser# 000338412) 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 30, 2017.
| Register Name | Financial Advisers |
| Adviser Name | STEVEN PETER DAVIES |
| Adviser Number | 000338412 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2009 |
| Financial Service (AFS) Licence |
Licence# 000493386 STEVE DAVIES PTY LTD |
| Licence Controlled By | Steven DAVIES |
| Adviser Start Date | 2017-06-30 |
| Appointing Representative Name | STEVE DAVIES PTY LTD |
| Appointing Representative Number | 000493386 |
| Memberships | Association of Independently Owned Financial Professionals (AIOFP) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Services (Financial Planning) | RG146 |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000493386 |
STEVE DAVIES PTY LTD
Licence controlled by: Steven DAVIES |
2017-06-30 - | STEVE DAVIES PTY LTD |
| 000439239 | RISK INSURANCE CONSULTANTS PTY. LTD. | 2013-12-01 - 2017-06-30 | ALAN K DAVIES PTY LTD |
| 000331367 |
CLEARVIEW FINANCIAL ADVICE PTY LTD
Licence controlled by: CLEARVIEW WEALTH LIMITED |
2012-02-02 - 2013-11-30 | STEVEN PETER DAVIES |
| Licence Name | STEVE DAVIES PTY LTD |
| Licence Number | 000493386 |
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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.