STEPHEN ALEXANDER GODFREY (Adviser# 000407622) 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 January 9, 2017.
Register Name | Financial Advisers |
Adviser Name | STEPHEN ALEXANDER GODFREY |
Adviser Number | 000407622 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2011 |
Financial Service (AFS) Licence |
Licence# 000245421 BAILLIEU HOLST LTD |
Licence ABN | 74006519393 |
Adviser Start Date | 2017-01-09 |
Appointing Representative Name | BAILLIEU HOLST LTD |
Appointing Representative Number | 000245421 |
Appointing Representative ABN | 74006519393 |
Memberships |
FINSIA Financial Planning Association of Australia (FPA) |
|
Qualification / Degree | Institute / School |
---|---|
Bachelor of Business Management | University of Queensland |
Bachelor of Commerce | University of Queensland |
CFP | Deakin University |
Graduate Diploma in Financial Planning | Kaplan |
Masters of Applied Finance | Kaplan |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000245421 | BAILLIEU HOLST LTD | 2017-01-09 - | BAILLIEU HOLST LTD |
000234527 |
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED Further restrictions: Also permitted to provide financial product advice for: FIN-MDA Services, FIN-Non-Standard Margin Lending Facility, FIN-Miscellaneous Financial Investment Products - MDA Services, FIN-Miscellaneous Financial Risk Products, FIN-FHSA Issued non ADI and Self Managed Super Funds. |
2016-01-11 - 2017-01-05 | AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
000302670 | TUPICOFFS PTY LTD | 2015-05-13 - 2015-12-18 | TUPICOFFS PTY LTD |
000394583 | VISIS PTY LTD | 2012-03-01 - 2015-03-31 | STEPHEN ALEXANDER GODFREY |
000309996 |
INSIGHT INVESTMENT SERVICES PTY LTD
Licence controlled by: HIGHFIELD GROUP PTY LTD |
2011-07-01 - 2011-10-21 | STEPHEN ALEXANDER GODFREY |
Licence Name | BAILLIEU HOLST LTD |
Licence Number | 000245421 |
Licence ABN | 74006519393 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
MARC ROLAND WYSS | Baillieu Holst Ltd | Current | 2018-07-02 |
NICHOLAS WINSTANLEY BIRD | Baillieu Holst Ltd | Current | 2018-07-02 |
SIMON WILLIAM MARTIN | Baillieu Holst Ltd | Current | 2018-06-02 |
CRAIG HUTCHINSON | Baillieu Holst Ltd | Current | 2018-06-01 |
HARRY JOHN RUMBLE | Baillieu Holst Ltd | Current | 2017-10-05 |
ANDREW SCOTT GREEN | Baillieu Holst Ltd | Current | 2017-08-24 |
GEORGE COLIN SMITH | Baillieu Holst Ltd | Current | 2017-06-12 |
CAMERON JOHN PRATT | Baillieu Holst Ltd | Current | 2016-10-03 |
ADAM SPICER | Baillieu Holst Ltd | Current | 2016-09-26 |
ZACHARY ALEXANDER STENT | Baillieu Holst Ltd | Current | 2016-07-04 |
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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.