STEVEN JOHN KIRKMAN (Adviser# 000255557) 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 July 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | STEVEN JOHN KIRKMAN |
| Adviser Number | 000255557 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1997 |
| Financial Service (AFS) Licence |
Licence# 000491619 WEALTH MANAGEMENT MATTERS PTY LTD |
| Licence ABN | 34612767807 |
| Adviser Start Date | 2018-07-01 |
| Appointing Representative Name | MCCONACHIE STEDMAN FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000340003 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner | Financial Planning Association of Australia (FPA) |
| Diploma of Financial Planning | Deakin University |
| Diploma of Financial Services (Finance/Mortgage Broking Management) | AAMC Training Group |
| Margin Lending and Geared Investments | Kaplan |
| Self Managed Superannuation Funds | Tribeca |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000491619 | WEALTH MANAGEMENT MATTERS PTY LTD | 2018-07-01 - | MCCONACHIE STEDMAN FINANCIAL PLANNING PTY LTD |
| 000274484 |
HENDERSON MATUSCH PTY LTD
Licence controlled by: Access Management Pty Ltd ATF Matusch Family Trust |
2009-06-26 - 2018-06-30 | MCCONACHIE STEDMAN FINANCIAL PLANNING PTY LTD |
| Licence Name | WEALTH MANAGEMENT MATTERS PTY LTD |
| Licence Number | 000491619 |
| Licence ABN | 34612767807 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SCOTT ANDREW MAROSKE | Wealth Management Matters Pty Ltd | Current | 2018-07-01 |
| ROBERT BRUCE FRANKLIN | Wealth Management Matters Pty Ltd | Current | 2018-07-01 |
| PETER ROBERT MCCULLOUGH | Wealth Management Matters Pty Ltd | Current | 2018-07-01 |
| JERAMIA JAMES READING | Wealth Management Matters Pty Ltd | Current | 2018-07-01 |
| ROBYN AIDEEN HATCH | Wealth Management Matters Pty Ltd | Current | 2018-02-07 |
| ANTHONY BAZZANA | Wealth Management Matters Pty Ltd | Current | 2018-02-07 |
| LUCILLE ROSE HERNANDEZ | Wealth Management Matters Pty Ltd | Current | 2017-10-26 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SCOTT ANDREW MAROSKE | Wealth Management Matters Pty Ltd | Current | 2018-07-01 |
| ROBERT BRUCE FRANKLIN | Wealth Management Matters Pty Ltd | Current | 2018-07-01 |
| PETER ROBERT MCCULLOUGH | Wealth Management Matters Pty Ltd | Current | 2018-07-01 |
| JERAMIA JAMES READING | Wealth Management Matters Pty Ltd | Current | 2018-07-01 |
| ROBYN AIDEEN HATCH | Wealth Management Matters Pty Ltd | Current | 2018-02-07 |
| ANTHONY BAZZANA | Wealth Management Matters Pty Ltd | Current | 2018-02-07 |
| LUCILLE ROSE HERNANDEZ | Wealth Management Matters Pty Ltd | Current | 2017-10-26 |
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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.