LAUREN MICHELLE STEINHEUER


Licensee: THE TRUSTEE FOR BARKLE PROFESSIONAL TRUST & THE TRUSTEE FOR THE CHARLTON PROFESSIONAL TRUST & THE TRUSTEE FOR THE DAV PROFESSION

LAUREN MICHELLE STEINHEUER (Adviser# 001254979) 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 May 15, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name LAUREN MICHELLE STEINHEUER
Adviser Number 001254979
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000483056
THE TRUSTEE FOR BARKLE PROFESSIONAL TRUST & THE TRUSTEE FOR THE CHARLTON PROFESSIONAL TRUST & THE TRUSTEE FOR THE DAV PROFESSION
Licence Controlled By Rowan Anthony WALLACE
Adviser Start Date 2017-05-15
Appointing Representative Name THE TRUSTEE FOR BARKLE PROFESSIONAL TRUST & THE TRUSTEE FOR THE CHARLTON PROFESSIONAL TRUST & THE TRUSTEE FOR THE DAV PROFESSION
Appointing Representative Number 000483056
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • LAUREN MICHELLE STEINHEUER
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Securities
  • ·
  • Product Class Simple Managed Investment Schemes
  • ·
  • Product Class Life Risk Insurance
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Fianancial Planning Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000483056 THE TRUSTEE FOR BARKLE PROFESSIONAL TRUST & THE TRUSTEE FOR THE CHARLTON PROFESSIONAL TRUST & THE TRUSTEE FOR THE DAV PROFESSION
Licence controlled by: Rowan Anthony WALLACE
2017-05-15 - THE TRUSTEE FOR BARKLE PROFESSIONAL TRUST & THE TRUSTEE FOR THE CHARLTON PROFESSIONAL TRUST & THE TRUSTEE FOR THE DAV PROFESSION

Licensee Information

Licence Name THE TRUSTEE FOR BARKLE PROFESSIONAL TRUST & THE TRUSTEE FOR THE CHARLTON PROFESSIONAL TRUST & THE TRUSTEE FOR THE DAV PROFESSION
Licence Number 000483056

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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.