STEVE NEUWERT (Adviser# 001255781) 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 January 15, 2018.
| Register Name | Financial Advisers |
| Adviser Name | STEVE NEUWERT |
| Adviser Number | 001255781 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2014 |
| Financial Service (AFS) Licence |
Licence# 000492049 LAWRENCE ADVICE PTY LTD |
| Licence Controlled By | OPTUMUS ENTERPRISES PTY LTD |
| Adviser Start Date | 2018-01-15 |
| Appointing Representative Name | LAWRENCE ADVICE PTY LTD |
| Appointing Representative Number | 000492049 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan |
| Diploma of Financial Planning | Kaplan |
| Self Managed Super Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000492049 |
LAWRENCE ADVICE PTY LTD
Licence controlled by: OPTUMUS ENTERPRISES PTY LTD |
2018-01-15 - | LAWRENCE ADVICE PTY LTD |
| 000385845 | NEO FINANCIAL SOLUTIONS PTY LTD | 2017-06-23 - 2018-01-15 | LAWRENCE WEALTH PTY LTD |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION |
2014-11-04 - 2017-06-02 | STEVE NEUWERT |
| Licence Name | LAWRENCE ADVICE PTY LTD |
| Licence Number | 000492049 |
Please comment or provide details below to improve the information on .
| 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.