STEPHEN MATTHEW SMALLCALDER (Adviser# 001001706) 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 July 1, 2012.
| Register Name | Financial Advisers |
| Adviser Name | STEPHEN MATTHEW SMALLCALDER |
| Adviser Number | 001001706 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2008 |
| Financial Service (AFS) Licence |
Licence# 000318930 BLICENSED PTY LTD |
| Licence ABN | 34085532252 |
| Adviser Start Date | 2012-07-01 |
| Appointing Representative Name | BLICENSED PTY LTD |
| Appointing Representative Number | 000318930 |
| Appointing Representative ABN | 34085532252 |
| Further Restrictions | Authorised to provide personal financial product advice to retail clients on: Investment Life Insurance Products Life Risk Products Managed Investment Schemes, including IDPS Retirement Savings Account Products Securities Superannuation - all Self-Managed Superannuation Fund A persons existing holding in a superannuation product Standard Margin Lending Facility |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma in Financial Services | Kaplan |
| Bachelor of Science (Hons) | University of Wales, Swansea UK |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000318930 |
BLICENSED PTY LTD
Further restrictions: Authorised to provide personal financial product advice to retail clients on: Investment Life Insurance Products Life Risk Products Managed Investment Schemes, including IDPS Retirement Savings Account Products Securities Superannuation - all Self-Managed Superannuation Fund A persons existing holding in a superannuation product Standard Margin Lending Facility |
2012-07-01 - | BLICENSED PTY LTD |
| Licence Name | BLICENSED PTY LTD |
| Licence Number | 000318930 |
| Licence ABN | 34085532252 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| RONDA MADON | Blicensed Pty Ltd | Current | 2018-02-14 |
| TRUDI JANE BERESFORD | Blicensed Pty Ltd | Current | 2012-07-01 |
| JAMES EDAL BERESFORD | Blicensed Pty Ltd | Current | 2012-07-01 |
| HERCULES PHILIPPUS BRONN | Blicensed Pty Ltd | Current | 2010-04-12 |
| SIMON JOHN GUZOWSKI | Blicensed Pty Ltd | Current | 2010-04-12 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| RONDA MADON | Blicensed Pty Ltd | Current | 2018-02-14 |
| TRUDI JANE BERESFORD | Blicensed Pty Ltd | Current | 2012-07-01 |
| JAMES EDAL BERESFORD | Blicensed Pty Ltd | Current | 2012-07-01 |
| HERCULES PHILIPPUS BRONN | Blicensed Pty Ltd | Current | 2010-04-12 |
| SIMON JOHN GUZOWSKI | Blicensed Pty Ltd | Current | 2010-04-12 |
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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.