BRETT STEPHENSON (Adviser# 000439611) 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 13, 2018.
| Register Name | Financial Advisers |
| Adviser Name | BRETT STEPHENSON |
| Adviser Number | 000439611 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 24641420951 |
| Adviser First Advice Year | 2013 |
| Financial Service (AFS) Licence |
Licence# 000224645 ELDERS FINANCIAL PLANNING PTY LTD |
| Licence ABN | 48007997186 |
| Licence Controlled By |
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED ELDERS RURAL SERVICES AUSTRALIA LIMITED |
| Adviser Start Date | 2018-04-13 |
| Appointing Representative Name | ELDERS FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000224645 |
| Appointing Representative ABN | 48007997186 |
| Further Restrictions | Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Pinnacle |
| Bachelor of Arts | The University of Queensland Australia |
| Graduate Certificate in Financial Planning | Finsia |
| Master of Business Administration | University of New England |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000224645 |
ELDERS FINANCIAL PLANNING PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED ~ ELDERS RURAL SERVICES AUSTRALIA LIMITED Further restrictions: Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice. |
2018-04-13 - | ELDERS FINANCIAL PLANNING PTY LTD |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2016-12-01 - 2018-04-12 | DOVER FINANCIAL ADVISERS PTY LTD |
| 000254544 |
GPS WEALTH LTD
Licence controlled by: EASTON INVESTMENTS LIMITED Further restrictions: Superannuation Excludes Self-Managed Super Funds |
2016-08-25 - 2016-12-01 | GUARDIAN INSURANCE ADVISERS PTY LTD |
| 000254544 |
GPS WEALTH LTD
Licence controlled by: EASTON INVESTMENTS LIMITED |
2015-12-23 - 2016-08-23 | STREAM FINANCIAL PTY LTD |
| 000345905 |
MYPLANNER AUSTRALIA PTY LTD
Further restrictions: Advice on superannuation excludes self managed superannuation funds. |
2015-05-01 - 2015-12-23 | MYPLANNER AUSTRALIA PTY LTD |
| 000389206 | AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD | 2015-03-23 - 2015-05-01 | AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2013-05-28 - 2014-04-04 | BRETT STEPHENSON |
| Licence Name | ELDERS FINANCIAL PLANNING PTY LTD |
| Licence Number | 000224645 |
| Licence ABN | 48007997186 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KEVIN JOHN MAYNE | Elders Financial Planning Pty Ltd | Current | 2018-08-13 |
| STEVE SEBASTIAN SALVEMINI | Elders Financial Planning Pty Ltd | Current | 2018-04-06 |
| BISHAL CHHETRI | Elders Financial Planning Pty Ltd | Current | 2018-04-06 |
| MARLENE ZWARTS | Elders Financial Planning Pty Ltd | Current | 2018-03-16 |
| KRISTINA FAYE DUKE | Elders Financial Planning Pty Ltd | Current | 2018-02-14 |
| CLAIRE ELIZABETH RUSSELL | Elders Financial Planning Pty Ltd | Current | 2017-12-06 |
| BRENDEN THOMAS MACLEAN | Elders Financial Planning Pty Ltd | Current | 2017-12-05 |
| SHANE PHILLIP DWYER | Elders Financial Planning Pty Ltd | Current | 2017-10-09 |
| WAYNE FENTON | Elders Financial Planning Pty Ltd | Current | 2017-08-28 |
| NEIL PHILLIP MCPHERSON | Elders Financial Planning Pty Ltd | Current | 2017-08-16 |
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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.