ANGUS BARRY STEPHEN (Adviser# 000437418) 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 August 31, 2016.
| Register Name | Financial Advisers |
| Adviser Name | ANGUS BARRY STEPHEN |
| Adviser Number | 000437418 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2000 |
| Financial Service (AFS) Licence |
Licence# 000277860 BLUEPOINT CONSULTING PTY LIMITED |
| Licence ABN | 68096493837 |
| Adviser Start Date | 2016-08-31 |
| Appointing Representative Name | BLUEPOINT CONSULTING PTY LIMITED |
| Appointing Representative Number | 000277860 |
| Appointing Representative ABN | 68096493837 |
| Memberships |
Association of Financial Advisers (AFA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Listed Product Adviser Program | Kaplan Professional Education |
| Advanced Diploma of Financial Planning | International Institute of Technology |
| Bachelor of Commerce (Honours) | University of New England |
| Life Risk Specialist | Financial Planning Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000277860 | BLUEPOINT CONSULTING PTY LIMITED | 2016-08-31 - | BLUEPOINT CONSULTING PTY LIMITED |
| 000231103 |
FIDUCIAN FINANCIAL SERVICES PTY LTD
Licence controlled by: FIDUCIAN GROUP LIMITED Further restrictions: Angus Stephen is able to provide financial advice in all knowledge areas of financial planning (excluding SMSFs) BUT aged care and credit. |
2016-02-08 - 2016-08-31 | FIDUCIAN FINANCIAL SERVICES PTY LTD |
| 000246934 |
LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD Further restrictions: This authorised representative is not authorised to provide advice in Self Managed Superannuation Funds. |
2015-03-25 - 2016-02-16 | LONSDALE FINANCIAL GROUP LIMITED |
| 000246934 |
LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2013-04-12 - 2015-03-24 | FOCUS WEALTH ADVISERS PTY LTD |
| Licence Name | BLUEPOINT CONSULTING PTY LIMITED |
| Licence Number | 000277860 |
| Licence ABN | 68096493837 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ANTHONY PETER BATES | Bluepoint Consulting Pty Limited | Current | 2018-07-05 |
| TODD KARAMIAN | Bluepoint Consulting Pty Limited | Current | 2018-07-05 |
| ANDREW PHILIP VIRGONA | Bluepoint Consulting Pty Limited | Current | 2018-07-05 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ANTHONY PETER BATES | Bluepoint Consulting Pty Limited | Current | 2018-07-05 |
| TODD KARAMIAN | Bluepoint Consulting Pty Limited | Current | 2018-07-05 |
| ANDREW PHILIP VIRGONA | Bluepoint Consulting Pty Limited | Current | 2018-07-05 |
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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.