Stephen James Glossop – Financial Adviser

Adviser identifying number: 1006541
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: SAGE ALLIANCE PTY LIMITED
Licence number: 453863
Licensee’s ABN: 40166313131
Licence controlled by:

The date the Financial Adviser commenced the appointment: 09/06/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SAGE WEALTH MANAGEMENT PTY LIMITED
Authorised Representative identifying number: 460001
Authorised Representative’s ABN: 94167207294

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:

• Diploma in Stockbroking – Deakin Prime
• Diploma of Financial Markets – Kaplan
• Diploma of Financial Planning – Kaplan
• Graduate Certificate in Financial Planning – Kaplan

Relevant memberships of professional bodies or industry associations: Stockbrokers Association of Australia

Stephen James Glossop is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• 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