STEVEN VAN DER WALT


Licensee: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD

STEVEN VAN DER WALT (Adviser# 000434365) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is May 1, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name STEVEN VAN DER WALT
Adviser Number 000434365
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser First Advice Year 2006
Financial Service (AFS) Licence Licence# 000234459
AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence ABN 26098725145
Licence Controlled By AUSTRALIAN UNITY LIMITED
Adviser Start Date 2017-05-01
Adviser End Date 2017-11-13
Appointing Representative Name AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Appointing Representative Number 000234459
Appointing Representative ABN 26098725145

Authorisations to provide financial product advice

  • STEVEN VAN DER WALT

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000234459 AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence controlled by: AUSTRALIAN UNITY LIMITED
2017-05-01 - 2017-11-13 AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
000238433 AUSURE PTY LTD
Further restrictions: Authorisations: Life Products including; a) Investment Life Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of it
2015-04-20 - 2016-02-04 AUSURE PTY LTD
000238369 MARSH ADVANTAGE INSURANCE PTY LTD
Licence controlled by: Marsh Mercer Holdings (Australia) Pty Ltd
2013-12-02 - 2015-04-17 CANNING BRIDGE INVESTMENTS PTY LTD
000238983 MARSH PTY LTD
Licence controlled by: Marsh Mercer Holdings (Australia) Pty Ltd
2013-02-13 - 2013-12-02 STEVEN VAN DER WALT
000331367 CLEARVIEW FINANCIAL ADVICE PTY LTD
Licence controlled by: CLEARVIEW WEALTH LIMITED
2012-08-01 - 2012-12-21 STEVEN VAN DER WALT
000231138 FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
2010-10-29 - 2012-07-31 STEVEN VAN DER WALT

Licensee Information

Licence Name AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence Number 000234459
Licence ABN 26098725145

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ANDREW BRONNEBERG Australian Unity Personal Financial Services Ltd Current 2018-07-17
PAUL RICHARD YEOMAN Australian Unity Personal Financial Services Ltd Current 2018-07-17
GABRIEL ORZOI Australian Unity Personal Financial Services Ltd Current 2018-07-04
GEOFFREY ALAN IVANAC Australian Unity Personal Financial Services Ltd Current 2018-07-02
NATHANIEL LUKE PETER CHELL Australian Unity Personal Financial Services Ltd Current 2018-06-26
MELINDA ANNE REID Australian Unity Personal Financial Services Ltd Current 2018-06-26
SHARLENE HALVORSEN Australian Unity Personal Financial Services Ltd Current 2018-06-20
DANIEL LEE SILVESTRI Australian Unity Personal Financial Services Ltd Current 2018-06-20
WILLIAM JACK KELLY Australian Unity Personal Financial Services Ltd Current 2018-05-18
LYNDA MONIQUE SEXTON Australian Unity Personal Financial Services Ltd Current 2018-05-18

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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.