STEPHANIE DENISE FERGUSON (Adviser# 000431080) 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 May 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | STEPHANIE DENISE FERGUSON |
| Adviser Number | 000431080 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2012 |
| Financial Service (AFS) Licence |
Licence# 000501929 WEALTH PARTNERS HOLDINGS PTY LTD |
| Licence Controlled By | Andrew Ian Mccrae FERGUSON |
| Adviser Start Date | 2018-05-01 |
| Appointing Representative Name | WEALTH PARTNERS HOLDINGS PTY LTD |
| Appointing Representative Number | 000501929 |
| Memberships | Financial Planning Association of Australia (FPA) |
| Further Restrictions | Margin Lending |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | IIT |
| Diploma of Financial Planning | IIT |
| Self-Managed Superannuation Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000501929 |
WEALTH PARTNERS HOLDINGS PTY LTD
Licence controlled by: Andrew Ian Mccrae FERGUSON Further restrictions: Margin Lending |
2018-05-01 - | WEALTH PARTNERS HOLDINGS PTY LTD |
| 000236523 |
INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD Further restrictions: Direct Equities - Excludes Direct Equities |
2015-11-02 - 2018-05-01 | INFOCUS SECURITIES AUSTRALIA PTY LTD |
| 000225982 |
AUSTRALIAN PLANNING SERVICES PTY LTD
Licence controlled by: HEINE BROTHERS PTY LTD ~ NETWEALTH HOLDINGS LIMITED [Date Ceased: 09/11/2017] ~ Michael Max HEINE Further restrictions: Not authorised to provide advice on SMSFs. |
2014-05-30 - 2015-10-30 | AUSTRALIAN PLANNING SERVICES PTY LTD |
| 000326450 |
WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2012-11-19 - 2014-05-29 | STEPHANIE DENISE FERGUSON |
| Licence Name | WEALTH PARTNERS HOLDINGS PTY LTD |
| Licence Number | 000501929 |
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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.