STEPHEN RICHARD ALDRIDGE


Licensee: ADVICEIQ PARTNERS PTY LTD

STEPHEN RICHARD ALDRIDGE (Adviser# 000264210) 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 April 3, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name STEPHEN RICHARD ALDRIDGE
Adviser Number 000264210
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2000
Financial Service (AFS) Licence Licence# 000332957
ADVICEIQ PARTNERS PTY LTD
Licence ABN 95134016210
Adviser Start Date 2018-04-03
Appointing Representative Name ADVICEIQ PARTNERS PTY LTD
Appointing Representative Number 000332957
Appointing Representative ABN 95134016210
Memberships Financial Planning Association of Australia (FPA)
Tax Practitioners Board (TPB)

Authorisations to provide financial product advice

  • STEPHEN RICHARD ALDRIDGE
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • 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
Bachelor of Business (Management) Queensland University of Technology
Company Directors Course Australian Institute of Company Directors
Diploma of Financial Planning Deakin University
Estate Planning University of Technology Sydney
Specialist SMSF Adviser Training Course SMSF Training

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000332957 ADVICEIQ PARTNERS PTY LTD 2018-04-03 - ADVICEIQ PARTNERS PTY LTD
000247429 FITZPATRICKS PRIVATE WEALTH PTY LTD
Licence controlled by: FTZ TOPCO PTY LTD ~ ftz holdco pty ltd ~ ftz mezzco pty ltd ~ yorkway (victoria) bidco pty ltd
2004-03-01 - 2018-03-31 FITZPATRICKS PRIVATE WEALTH PTY LTD

Licensee Information

Licence Name ADVICEIQ PARTNERS PTY LTD
Licence Number 000332957
Licence ABN 95134016210

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CRAIG MATTHEW WEEKS Adviceiq Partners Pty Ltd Current 2018-08-22
REBECCA ANNE LAHEY Adviceiq Partners Pty Ltd Current 2018-08-22
STEVEN CHAPMAN Adviceiq Partners Pty Ltd Current 2018-04-03
JAMES HORDERN Adviceiq Partners Pty Ltd Current 2017-08-31
JAMES HORSLEY Adviceiq Partners Pty Ltd Current 2017-04-03
SONJA TETZKE Adviceiq Partners Pty Ltd Current 2016-04-01
RAYMOND SHING Adviceiq Partners Pty Ltd Current 2016-03-01
MICHAEL SAUNDERS Adviceiq Partners Pty Ltd Ceased 2016-03-01
JOHN GREG PEARSON Adviceiq Partners Pty Ltd Ceased 2015-11-25
PHILLIP LESLIE Adviceiq Partners Pty Ltd Current 2015-08-03

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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.