Steven Melling – Financial Adviser

Adviser identifying number: 234711
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: PAUL MELLING & ASSOCIATES PTY. LIMITED
Licence number: 231247
Licensee’s ABN: 99006425092
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/09/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PAUL MELLING & ASSOCIATES PTY. LIMITED
Authorised Representative identifying number: 231247
Authorised Representative’s ABN: 99006425092

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:

• Bachelor of Economics – Latrobe University
• CFA Charterholder – CFA Institute
• Chartered Alternative Investment Analyst (CAIA) Charterholder – Chartered Alternative Investment Analyst Association
• Graduate Diploma in Applied Finance and Investment – Securities Institute of Australia – FINSIA
• Master of Applied Finance – Macquarie University

Relevant memberships of professional bodies or industry associations:

• Association of Superannuation Funds Australia (ASFA)
• Chartered Alternative Investment Analyst Association
• Chartered Financial Analyst Institute (CFA)
• Global Association of Risk Professionals (GARP)
• Institute of Managed Account Providers (IMAP)

Steven Melling is authorised to provide advices on following products:

• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation