Stephen John Harris – Financial Adviser
Adviser identifying number: 231053
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001
Name of the licence holder: BENDIGO FINANCIAL PLANNING LIMITED
Licence number: 237898
Licensee’s ABN: 81087585073
Licence controlled by: BENDIGO AND ADELAIDE BANK LIMITED
The date the Financial Adviser commenced the appointment: 08/01/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: REGIONAL WEALTH PLUS PTY LTD
Authorised Representative identifying number: 441930
Authorised Representative’s ABN: 27162301126
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Advanced Diploma of Financial Planning – FPA
- Diploma of Financial Planning – FPA
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Stephen John Harris is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility