STEVEN GREGORY WRIGHT (Adviser# 000460898) 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 June 11, 2018.
Register Name | Financial Advisers |
Adviser Name | STEVEN GREGORY WRIGHT |
Adviser Number | 000460898 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2014 |
Financial Service (AFS) Licence |
Licence# 000227867 SUNSUPER FINANCIAL SERVICES PTY LTD |
Licence ABN | 50087154818 |
Licence Controlled By | SUNSUPER PTY. LTD. |
Adviser Start Date | 2018-06-11 |
Appointing Representative Name | SUNSUPER FINANCIAL SERVICES PTY LTD |
Appointing Representative Number | 000227867 |
Appointing Representative ABN | 50087154818 |
Memberships |
Association of Superannuation Funds Australia (ASFA) Australian Institute of Superannuation Trustees (AIST) Financial Planning Association of Australia (FPA) |
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Qualification / Degree | Institute / School |
---|---|
FNS40810 | Certificate IV in Finance and Mortgage Broking - Kaplan Professional Education |
FNS60410 | Advanced Diploma of Financial Planning - Kaplan Professional Education |
Margin Lending and Geared Investments | Kaplan Professional Education |
Self Managed Superannuation Funds | Kaplan Professional Education |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000227867 |
SUNSUPER FINANCIAL SERVICES PTY LTD
Licence controlled by: SUNSUPER PTY. LTD. |
2018-06-11 - | SUNSUPER FINANCIAL SERVICES PTY LTD |
000238256 |
MATRIX PLANNING SOLUTIONS LIMITED
Licence controlled by: CLEARVIEW WEALTH LIMITED |
2014-07-01 - 2018-05-18 | MATRIX PLANNING SOLUTIONS LIMITED |
Licence Name | SUNSUPER FINANCIAL SERVICES PTY LTD |
Licence Number | 000227867 |
Licence ABN | 50087154818 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
JAMIE ROBERT WOODS | Sunsuper Financial Services Pty Ltd | Current | 2018-08-20 |
CAROL MARGARET PEACOCK | Sunsuper Financial Services Pty Ltd | Current | 2018-07-04 |
JOHN DE MELO | Sunsuper Financial Services Pty Ltd | Current | 2018-07-04 |
DAMIAN UDALL | Sunsuper Financial Services Pty Ltd | Current | 2018-07-04 |
ANDREW CROMWELL | Sunsuper Financial Services Pty Ltd | Current | 2018-07-04 |
PHILIP DIETER SEUBERT | Sunsuper Financial Services Pty Ltd | Current | 2018-06-29 |
MATTHEW CHARLES EDWARD BALL | Sunsuper Financial Services Pty Ltd | Current | 2018-06-29 |
MICHAEL THOMAS SCHULTZ | Sunsuper Financial Services Pty Ltd | Current | 2018-06-29 |
VALERIE LUMBY | Sunsuper Financial Services Pty Ltd | Current | 2018-05-15 |
JUDITH JOCELYN GROOM | Sunsuper Financial Services Pty Ltd | Current | 2018-05-15 |
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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.