BENJAMIN WILLIAM STEVENS (Adviser# 001257604) 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 August 15, 2017.
Register Name | Financial Advisers |
Adviser Name | BENJAMIN WILLIAM STEVENS |
Adviser Number | 001257604 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2005 |
Financial Service (AFS) Licence |
Licence# 000498843 OLD COLD GOLD PTY LTD |
Licence Controlled By | Benjamin William STEVENS |
Adviser Start Date | 2017-08-15 |
Appointing Representative Name | OLD COLD GOLD PTY LTD |
Appointing Representative Number | 000498843 |
Memberships |
Association of Financial Advisers (AFA) Financial Planning Association of Australia (FPA) Financial Planning Association of Australia (FPA) |
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Qualification / Degree | Institute / School |
---|---|
Advanced Diploma in Financial Services (Financial Planning) | Tribeca Learning (Aust) Pty Ltd |
Advanced Diploma in Financial Services (Financial Planning) | Tribeca Learning (Aust) Pty Ltd |
Certificate IV in Small Business Management | Brace Education Training |
Certificate IV in Small Business Management | Brace Education Training Employment |
Certified Financial Planning | Financial Planning Association of Australia |
Certified Financial Planning | Financial Planning Asssociation of Australia |
Diploma Financial Services (Financial Planning) | Tribeca Learning (Aust) Pty Ltd |
Diploma of Financial Services (Financial Planning) | Tribeca Learning (Aust) Pty Ltd |
Self Managed Super Funds | Kaplan Education Pty Ltd |
Self Managed Superannuation Funds | Kaplan Education Pty Ltd |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000498843 |
OLD COLD GOLD PTY LTD
Licence controlled by: Benjamin William STEVENS |
2017-08-15 - | OLD COLD GOLD PTY LTD |
000291389 | GOLD FINANCIAL PTY LTD | 2012-07-02 - 2017-08-10 | BEN STEVENS |
000227232 |
COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2010-09-14 - 2012-06-21 | BEN STEVENS |
Licence Name | OLD COLD GOLD PTY LTD |
Licence Number | 000498843 |
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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.