STEVEN JAMES LUTZ (Adviser# 001252662) 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 July 20, 2018.
| Register Name | Financial Advisers |
| Adviser Name | STEVEN JAMES LUTZ |
| Adviser Number | 001252662 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000430062 SMSF ADVISERS NETWORK PTY LTD |
| Licence ABN | 64155907681 |
| Licence Controlled By | NATIONAL TAX & ACCOUNTANTS' ASSOCIATION LIMITED |
| Adviser Start Date | 2018-07-20 |
| Appointing Representative Name | SMSF ADVISERS NETWORK PTY LTD |
| Appointing Representative Number | 000430062 |
| Appointing Representative ABN | 64155907681 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) Finsia National Tax and Accountants Association Taxation Institute of Australia |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business (Accountancy) | Queensland Institute of Technology |
| Graduate Diploma in Advanced Tax | University of New South Wales |
| Queensland Institute of Technology | Securities Institute of Australia |
| SMSF RG 146 Accreditation | Pinnacle |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000430062 |
SMSF ADVISERS NETWORK PTY LTD
Licence controlled by: NATIONAL TAX & ACCOUNTANTS' ASSOCIATION LIMITED |
2018-07-20 - | SMSF ADVISERS NETWORK PTY LTD |
| 000225962 |
HUNTER GREEN PTY LTD
Licence controlled by: The G & A Hunter Family Trust |
2017-03-08 - 2018-06-27 | HUNTER GREEN PTY LTD |
| Licence Name | SMSF ADVISERS NETWORK PTY LTD |
| Licence Number | 000430062 |
| Licence ABN | 64155907681 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| NATASHA EILEEN SMITH | Smsf Advisers Network Pty Ltd | Current | 2018-08-31 |
| SUSAN JANE THEARLE | Smsf Advisers Network Pty Ltd | Current | 2018-08-31 |
| LEESA GAY BAVELL | Smsf Advisers Network Pty Ltd | Current | 2018-08-30 |
| MICHELE CARBONE | Smsf Advisers Network Pty Ltd | Current | 2018-08-29 |
| KAYLA ANNE STOREY | Smsf Advisers Network Pty Ltd | Current | 2018-08-16 |
| BRENDAN WATSON | Smsf Advisers Network Pty Ltd | Current | 2018-08-10 |
| MELISSA MCCRYSTAL | Smsf Advisers Network Pty Ltd | Current | 2018-08-10 |
| BRADLEY ROY THOMAS | Smsf Advisers Network Pty Ltd | Current | 2018-08-10 |
| ANDREW JOSEPH WRIGHT | Smsf Advisers Network Pty Ltd | Current | 2018-08-09 |
| ANDRE WITTE | Smsf Advisers Network Pty Ltd | Current | 2018-08-09 |
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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.