STEPHEN HOLDEN (Adviser# 000447830) 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 October 10, 2017.
| Register Name | Financial Advisers |
| Adviser Name | STEPHEN HOLDEN |
| Adviser Number | 000447830 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2013 |
| Financial Service (AFS) Licence |
Licence# 000238274 QINVEST LIMITED |
| Licence ABN | 35063511580 |
| Licence Controlled By | QSUPER LIMITED |
| Adviser Start Date | 2017-10-10 |
| Appointing Representative Name | QINVEST LIMITED |
| Appointing Representative Number | 000238274 |
| Appointing Representative ABN | 35063511580 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning (Qualification) | Monarch Institute |
| Bachelor of Commerce (Finance) | University of Southern Queensland (USQ) |
| Diploma of Financial Planning | Monarch Institute |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000238274 |
QINVEST LIMITED
Licence controlled by: QSUPER LIMITED |
2017-10-10 - | QINVEST LIMITED |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2014-12-30 - 2017-09-08 | CHARTER FINANCIAL PLANNING LIMITED |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2013-10-25 - 2014-12-12 |
| Licence Name | QINVEST LIMITED |
| Licence Number | 000238274 |
| Licence ABN | 35063511580 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAC TRI NGUYEN | Qinvest Limited | Current | 2018-08-28 |
| REECE MARK LEWIS | Qinvest Limited | Current | 2018-08-27 |
| NOMAYER KHAN CHOWDHURY | Qinvest Limited | Current | 2018-08-27 |
| ARDALAN LANY ARYAN NEJAD | Qinvest Limited | Current | 2018-04-09 |
| BIANCA KAYE FORD | Qinvest Limited | Current | 2018-04-05 |
| RIA RACHEL TRIVEDI | Qinvest Limited | Current | 2018-03-28 |
| DARSHIL ARUN SHAH | Qinvest Limited | Current | 2018-02-07 |
| ROBERT DAVID GREY | Qinvest Limited | Current | 2018-01-10 |
| SEAN INGALL | Qinvest Limited | Current | 2017-12-12 |
| KATERINA GAGLIOSTRO | Qinvest Limited | Ceased | 2017-11-08 |
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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.