STEVIN CARVALHO


Licensee: AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD

STEVIN CARVALHO (Adviser# 000334809) 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 August 16, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name STEVIN CARVALHO
Adviser Number 000334809
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2008
Financial Service (AFS) Licence Licence# 000389206
AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD
Licence ABN 26088464939
Adviser Start Date 2018-08-16
Appointing Representative Name THE TRUSTEE FOR STEVIN CARVALHO FAMILY TRUST
Appointing Representative Number 001266852
Appointing Representative ABN 51146220110
Further Restrictions Superannuation is restricted to Life Risk Insurance Products within Superannuation

Authorisations to provide financial product advice

  • STEVIN CARVALHO
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Mentor Education
Bachelor of Commerce (Financial Accounting and Auditing) University of Mumbai (India)
Diploma of Financial Services Investment Banking Institute
Self Managed Superannuation Fund Adviser ( Personal Advice) Mentor Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000389206 AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD
Further restrictions: Superannuation is restricted to Life Risk Insurance Products within Superannuation
2018-08-16 - THE TRUSTEE FOR STEVIN CARVALHO FAMILY TRUST
000233714 WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION
Further restrictions: Excluding Self Managed Superannuation Funds
2014-09-16 - 2018-08-01 WESTPAC BANKING CORPORATION
000244252 MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
2013-05-21 - 2014-09-04
000334400 SPECTRUM WEALTH ADVISERS PTY LTD
Licence controlled by: Freedom Insurance Group Pty Ltd
2011-03-02 - 2013-05-20
000329337 IPRAXIS PTY LTD 2010-07-13 - 2011-02-27
000232409 COMBINED INSURANCE COMPANY OF AMERICA 2009-03-09 - 2010-05-21

Licensee Information

Licence Name AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD
Licence Number 000389206
Licence ABN 26088464939

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CLEMENT EVEREST LOBO Australian Mortgage and Financial Advisers Pty Ltd Current 2018-07-23
ROHITH JOHN D SOUZA Australian Mortgage and Financial Advisers Pty Ltd Current 2018-07-23
HARIWANSH CHAWLA Australian Mortgage and Financial Advisers Pty Ltd Current 2018-06-29
DANIELLE COVENTRY Australian Mortgage and Financial Advisers Pty Ltd Current 2018-06-20
ADAM CHARLES LEWIS Australian Mortgage and Financial Advisers Pty Ltd Current 2018-06-19
SAMUEL RODERICK BEST Australian Mortgage and Financial Advisers Pty Ltd Current 2018-06-19
MARYBETH ADA BANKS Australian Mortgage and Financial Advisers Pty Ltd Current 2018-06-19
PAUL MAXWELL LEWIS Australian Mortgage and Financial Advisers Pty Ltd Current 2018-02-13
JOSEPH THOMAS PANTHRADIL Australian Mortgage and Financial Advisers Pty Ltd Current 2018-02-07
SAMUEL RYAN CAMMAN Australian Mortgage and Financial Advisers Pty Ltd Ceased 2017-10-23

Competitor

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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.