STEVEN DE BOLFO (Adviser# 001002085) 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 October 9, 2017.
| Register Name | Financial Advisers |
| Adviser Name | STEVEN DE BOLFO |
| Adviser Number | 001002085 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2014 |
| Financial Service (AFS) Licence |
Licence# 000280881 D F S ADVISORY SERVICES PTY. LTD. |
| Licence ABN | 98104003714 |
| Licence Controlled By |
GEORGE KRITHIS PATRICIA CHAN STEPHEN ROMIC |
| Adviser Start Date | 2017-10-09 |
| Appointing Representative Name | D F S ADVISORY SERVICES PTY. LTD. |
| Appointing Representative Number | 000280881 |
| Appointing Representative ABN | 98104003714 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan |
| Diploma of Financial Services | Kaplan |
| Self Managed Super Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000280881 |
D F S ADVISORY SERVICES PTY. LTD.
Licence controlled by: GEORGE KRITHIS ~ PATRICIA CHAN ~ STEPHEN ROMIC |
2017-10-09 - | D F S ADVISORY SERVICES PTY. LTD. |
| 000234500 |
GRANT THORNTON WEALTH ADVISORY SERVICES PTY LTD
Licence controlled by: GRANT THORNTON AUSTRALIA LIMITED |
2014-10-01 - 2017-09-21 | GRANT THORNTON WEALTH ADVISORY SERVICES PTY LTD |
| Licence Name | D F S ADVISORY SERVICES PTY. LTD. |
| Licence Number | 000280881 |
| Licence ABN | 98104003714 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PATRICIA CHAN | D F S Advisory Services Pty. Ltd. | Current | 2007-06-22 |
| GEORGE ANDREW KRITHIS | D F S Advisory Services Pty. Ltd. | Current | 2007-06-22 |
| STEPHEN ROMIC | D F S Advisory Services Pty. Ltd. | Current | 2007-06-22 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PATRICIA CHAN | D F S Advisory Services Pty. Ltd. | Current | 2007-06-22 |
| GEORGE ANDREW KRITHIS | D F S Advisory Services Pty. Ltd. | Current | 2007-06-22 |
| STEPHEN ROMIC | D F S Advisory Services Pty. Ltd. | Current | 2007-06-22 |
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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.