JULIE ROBYN STEED (Adviser# 001265304) 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 June 18, 2018.
| Register Name | Financial Advisers |
| Adviser Name | JULIE ROBYN STEED |
| Adviser Number | 001265304 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000240023 AUSTRALIAN EXECUTOR TRUSTEES LIMITED |
| Licence ABN | 84007869794 |
| Licence Controlled By | IOOF HOLDINGS LTD |
| Adviser Start Date | 2018-06-18 |
| Appointing Representative Name | AUSTRALIAN EXECUTOR TRUSTEES LIMITED |
| Appointing Representative Number | 000240023 |
| Appointing Representative ABN | 84007869794 |
| Memberships |
Association of Superannuation Funds Australia (ASFA) Financial Services Institute of Australasia (FINSIA) Women in Super |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics | University of Adelaide |
| Diploma of Financial Services (Financial Planning) | Kaplan Professional Education |
| Diploma of Superannuation Management | The Association of Superannuation Funds of Australia (ASFA) |
| SMSF Specialist Advisor | Self-managed super fund professionals' association of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000240023 |
AUSTRALIAN EXECUTOR TRUSTEES LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2018-06-18 - | AUSTRALIAN EXECUTOR TRUSTEES LIMITED |
| Licence Name | AUSTRALIAN EXECUTOR TRUSTEES LIMITED |
| Licence Number | 000240023 |
| Licence ABN | 84007869794 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DYLAN STEPHEN EVANS | Australian Executor Trustees Limited | Ceased | 2010-11-03 |
| DEAN LESLIE BARTLETT | Australian Executor Trustees Limited | Current | 2004-10-21 |
| JANE LOUISE MCGOWN | Australian Executor Trustees Limited | Ceased | 2004-10-21 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DYLAN STEPHEN EVANS | Australian Executor Trustees Limited | Ceased | 2010-11-03 |
| DEAN LESLIE BARTLETT | Australian Executor Trustees Limited | Current | 2004-10-21 |
| JANE LOUISE MCGOWN | Australian Executor Trustees Limited | Ceased | 2004-10-21 |
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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.