STEVEN MELLING


Licensee: PAUL MELLING & ASSOCIATES PTY. LIMITED

STEVEN MELLING (Adviser# 000234711) 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 September 2, 2003.

Adviser Overview

Register Name Financial Advisers
Adviser Name STEVEN MELLING
Adviser Number 000234711
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2003
Financial Service (AFS) Licence Licence# 000231247
PAUL MELLING & ASSOCIATES PTY. LIMITED
Licence ABN 99006425092
Adviser Start Date 2003-09-02
Appointing Representative Name PAUL MELLING & ASSOCIATES PTY. LIMITED
Appointing Representative Number 000231247
Appointing Representative ABN 99006425092
Memberships Association of Superannuation Funds Australia (ASFA)
Chartered Alternative Investment Analyst Association
Chartered Financial Analyst Institute (CFA)
Global Association of Risk Professionals (GARP)
Institute of Managed Account Providers (IMAP)

Authorisations to provide financial product advice

  • STEVEN MELLING
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Economics Latrobe University
CFA Charterholder CFA Institute
Chartered Alternative Investment Analyst (CAIA) Charterholder Chartered Alternative Investment Analyst Association
Graduate Diploma in Applied Finance and Investment Securities Institute of Australia - FINSIA
Master of Applied Finance Macquarie University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000231247 PAUL MELLING & ASSOCIATES PTY. LIMITED 2003-09-02 - PAUL MELLING & ASSOCIATES PTY. LIMITED

Licensee Information

Licence Name PAUL MELLING & ASSOCIATES PTY. LIMITED
Licence Number 000231247
Licence ABN 99006425092

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHRISTINA JONES Paul Melling & Associates Pty. Limited Current 2013-03-04
PAUL EDWARD MELLING Paul Melling & Associates Pty. Limited Current 2003-09-02
MICHAEL CONNELLY Paul Melling & Associates Pty. Limited Current 2003-09-02
UMBERTO TROBBIANI Paul Melling & Associates Pty. Limited Ceased 2003-09-02

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHRISTINA JONES Paul Melling & Associates Pty. Limited Current 2013-03-04
PAUL EDWARD MELLING Paul Melling & Associates Pty. Limited Current 2003-09-02
MICHAEL CONNELLY Paul Melling & Associates Pty. Limited Current 2003-09-02
UMBERTO TROBBIANI Paul Melling & Associates Pty. Limited Ceased 2003-09-02

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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.