Steven Robert Carroll – Financial Adviser
Adviser identifying number: 1004626
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1985
Name of the licence holder: BEULAH CAPITAL PTY LTD
Licence number: 330951
Licensee’s ABN: 72079169127
Licence controlled by: BEULAH GROUP HOLDINGS PTY LTD
The date the Financial Adviser commenced the appointment: 01/01/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BEULAH CAPITAL PTY LTD
Authorised Representative identifying number: 000330951
Authorised Representative’s ABN: 72079169127
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 Arts (Accounting) – University of Adelaide
- Bachelor of Arts (Accounting) – University of Adelaide
- Diploma of Financial Services – NSW Institute of Technology
- Diploma of Financial Services – NSW Institute of Technology
Relevant memberships of professional bodies or industry associations:
Steven Robert Carroll is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- 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
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services