STEVEN BIRD

Licensee: EVANS AND PARTNERS PTY. LTD.

STEVEN BIRD (Adviser# 001004317) 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 8, 2013.

Adviser Overview

Register Name Financial Advisers
Adviser Name STEVEN BIRD
Adviser Number 001004317
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2013
Financial Service (AFS) Licence Licence# 000318075
EVANS AND PARTNERS PTY. LTD.
Licence ABN 85125338785
Licence Controlled By EVANS DIXON LIMITED
JOLIMONT TERRACE INVESTMENTS PTY LTD [Date Ceased: 08/02/2017]
DAVID EVANS [Date Ceased: 08/02/2017]
Adviser Start Date 2013-10-08
Appointing Representative Name EVANS AND PARTNERS PTY. LTD.
Appointing Representative Number 000318075
Appointing Representative ABN 85125338785

Authorisations to provide financial product advice

  • STEVEN BIRD
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
Business Degree (Finance and International Business Major)) LaTrobe University
RG146 Deutsche Asset Management
Risk Management Tribeca
Superannuation Managed Investments RMIT

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000318075 EVANS AND PARTNERS PTY. LTD.
Licence controlled by: EVANS DIXON LIMITED ~ JOLIMONT TERRACE INVESTMENTS PTY LTD [Date Ceased: 08/02/2017] ~ DAVID EVANS [Date Ceased: 08/02/2017]
2013-10-08 - EVANS AND PARTNERS PTY. LTD.
000298626 IRONBARK ASSET MANAGEMENT (FUND SERVICES) LIMITED 2009-05-01 - 2013-10-01

Licensee Information

Licence Name EVANS AND PARTNERS PTY. LTD.
Licence Number 000318075
Licence ABN 85125338785

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ANDREW DIXON Evans and Partners Pty. Ltd. Current 2018-07-01
JAMES RONALD EVANS Evans and Partners Pty. Ltd. Current 2018-01-17
TOM RICHARDSON Evans and Partners Pty. Ltd. Current 2018-01-01
JESSICA LUCY BYRNE Evans and Partners Pty. Ltd. Current 2017-07-17
LUCY ELEANOR RAYNER Evans and Partners Pty. Ltd. Current 2016-10-14
DANIEL MICALLEF Evans and Partners Pty. Ltd. Ceased 2016-03-02
WILLIAM GREGG Evans and Partners Pty. Ltd. Current 2016-03-01
ALASTAIR GRAHAM PRICE Evans and Partners Pty. Ltd. Current 2016-02-25
CHRISTOPHER JAMES COEN Evans and Partners Pty. Ltd. Current 2016-01-21
ANTHONY DOUGLAS AYLES Evans and Partners Pty. Ltd. Current 2015-09-28

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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.