STEVEN JAMES MARTIN (Adviser# 001251188) 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 21, 2018.
| Register Name | Financial Advisers |
| Adviser Name | STEVEN JAMES MARTIN |
| Adviser Number | 001251188 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000236523 INFOCUS SECURITIES AUSTRALIA PTY LTD |
| Licence ABN | 47097797049 |
| Licence Controlled By | STEINHARDT HOLDINGS PTY LTD |
| Adviser Start Date | 2018-08-21 |
| Appointing Representative Name | INFOCUS SECURITIES AUSTRALIA PTY LTD |
| Appointing Representative Number | 000236523 |
| Appointing Representative ABN | 47097797049 |
| Memberships |
FBAA - Finance Brokers Association of Australia Financial Planner AFP (FPA) |
| Further Restrictions | SMSF excludes SMSF |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | Swinburne University of Technology |
| Diploma of Financial Planning | Kaplan Professional |
| Securities and Managed Investments | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000236523 |
INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD Further restrictions: SMSF excludes SMSF |
2018-08-21 - | INFOCUS SECURITIES AUSTRALIA PTY LTD |
| 000307379 |
PATRON FINANCIAL SERVICES PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD Further restrictions: SMSF excludes advice on Limited Recourse Borrowing Arrangements and advice to setup SMSF |
2018-05-02 - 2018-08-20 | PATRON FINANCIAL SERVICES PTY LTD |
| 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. |
2017-01-16 - 2018-02-19 | CHARTER FINANCIAL PLANNING LIMITED |
| Licence Name | INFOCUS SECURITIES AUSTRALIA PTY LTD |
| Licence Number | 000236523 |
| Licence ABN | 47097797049 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JESSICA PAIGE HALL | Infocus Securities Australia Pty Ltd | Current | 2018-08-30 |
| CRAIG STEVEN MELDRUM | Infocus Securities Australia Pty Ltd | Current | 2018-08-22 |
| JEFFREY WILLIAM MITCHELL | Infocus Securities Australia Pty Ltd | Current | 2018-08-22 |
| REGINALD ARTHUR SHERIDAN | Infocus Securities Australia Pty Ltd | Current | 2018-08-21 |
| SCOTT DAVID MALCOLM | Infocus Securities Australia Pty Ltd | Current | 2018-08-21 |
| DAVID WARREN MCNEICE | Infocus Securities Australia Pty Ltd | Current | 2018-08-21 |
| MICHAEL LOUIS SCHEMBRI | Infocus Securities Australia Pty Ltd | Current | 2018-08-21 |
| NATHAN WHITFIELD | Infocus Securities Australia Pty Ltd | Current | 2018-08-21 |
| ROSS KONTOMINAS | Infocus Securities Australia Pty Ltd | Current | 2018-08-07 |
| MARK BOYD | Infocus Securities Australia Pty Ltd | Current | 2018-08-07 |
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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.