STEVEN ROBERT MAY

Licensee: FUTURO FINANCIAL SERVICES PTY LTD

STEVEN ROBERT MAY (Adviser# 000230145) 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 March 10, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name STEVEN ROBERT MAY
Adviser Number 000230145
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1999
Financial Service (AFS) Licence Licence# 000238478
FUTURO FINANCIAL SERVICES PTY LTD
Licence ABN 30085870015
Licence Controlled By HIGHFIELD GROUP PTY LTD
Adviser Start Date 2017-03-10
Appointing Representative Name FUTURO FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000238478
Appointing Representative ABN 30085870015
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • STEVEN ROBERT MAY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) Tribeca
FNS60404 Advanced Diploma of Financial Services (Financial Planning) - Tribeca

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000238478 FUTURO FINANCIAL SERVICES PTY LTD
Licence controlled by: HIGHFIELD GROUP PTY LTD
2017-03-10 - FUTURO FINANCIAL SERVICES PTY LTD
000234665 CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2016-06-10 - 2017-03-10 CHARTER FINANCIAL PLANNING LIMITED
000234665 CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: One off licensee approval isrequired for all MDA services andproducts which are either not on theapproved product list or Derivatives.
2016-02-03 - 2016-05-13 CHARTER FINANCIAL PLANNING LIMITED
000238256 MATRIX PLANNING SOLUTIONS LIMITED
Licence controlled by: CLEARVIEW WEALTH LIMITED
2015-01-19 - 2015-12-04 MATRIX PLANNING SOLUTIONS LIMITED
000254544 GPS WEALTH LTD
Licence controlled by: EASTON INVESTMENTS LIMITED
2014-05-25 - 2015-01-16
000230692 GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2008-04-22 - 2014-05-24

Licensee Information

Licence Name FUTURO FINANCIAL SERVICES PTY LTD
Licence Number 000238478
Licence ABN 30085870015

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
WILLIAM WEDGE HENWOOD Futuro Financial Services Pty Ltd Current 2018-08-01
MARK PETER WENZEL Futuro Financial Services Pty Ltd Current 2018-07-09
CHRISTOPHER JOHN MALICKI Futuro Financial Services Pty Ltd Current 2018-07-06
NICHOLAS DAVID EDWARD SHANLEY Futuro Financial Services Pty Ltd Current 2018-07-05
MAX REINHARDT Futuro Financial Services Pty Ltd Current 2018-06-27
MARK THOMAS OLIVER Futuro Financial Services Pty Ltd Current 2018-06-25
JAMES SCOTT MELHUISH Futuro Financial Services Pty Ltd Current 2018-06-25
CHRIS CHRISTOFOROU Futuro Financial Services Pty Ltd Current 2018-06-05
MATHEW CRAWFORD Futuro Financial Services Pty Ltd Current 2018-06-01
PETER PARKER Futuro Financial Services Pty Ltd Current 2018-05-22

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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.