TRICIA KAY STEPHENSEN


Licensee: ASTUTE ADVISORY SERVICES PTY LTD

TRICIA KAY STEPHENSEN (Adviser# 000401331) 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 March 7, 2011.

Adviser Overview

Register Name Financial Advisers
Adviser Name TRICIA KAY STEPHENSEN
Adviser Number 000401331
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2011
Financial Service (AFS) Licence Licence# 000337806
ASTUTE ADVISORY SERVICES PTY LTD
Licence ABN 23136533474
Adviser Start Date 2011-03-07
Appointing Representative Name ASTUTE ADVISORY SERVICES PTY LTD
Appointing Representative Number 000337806
Appointing Representative ABN 23136533474

Authorisations to provide financial product advice

  • TRICIA KAY STEPHENSEN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Miscellaneous Financial Risk Products

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Services Kaplan/FINSIA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000337806 ASTUTE ADVISORY SERVICES PTY LTD 2011-03-07 - ASTUTE ADVISORY SERVICES PTY LTD

Licensee Information

Licence Name ASTUTE ADVISORY SERVICES PTY LTD
Licence Number 000337806
Licence ABN 23136533474

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MERI TUNGATE Astute Advisory Services Pty Ltd Current 2014-07-01
JANE ESTA RICE Astute Advisory Services Pty Ltd Ceased 2011-02-01
KVETOSLAV PALOV Astute Advisory Services Pty Ltd Current 2009-07-27

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MERI TUNGATE Astute Advisory Services Pty Ltd Current 2014-07-01
JANE ESTA RICE Astute Advisory Services Pty Ltd Ceased 2011-02-01
KVETOSLAV PALOV Astute Advisory Services Pty Ltd Current 2009-07-27

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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.