Andrew Grant Stephenson – Financial Adviser

Adviser identifying number: 440698
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: POLITIS INVESTMENT STRATEGIES PTY LTD
Licence number: 253125
Licensee’s ABN: 71106823241
Licence controlled by:

The date the Financial Adviser commenced the appointment: 18/06/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HOGOZ PTY LTD
Authorised Representative identifying number: 440697
Authorised Representative’s ABN: 53100530685

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 Business (Accounting) – University of Southern Queensland
  • DPFS- Financial Services – Pinnacle Financial Services Academy
  • Diploma of Financial Planning – Pinnacle Financial Services Academy
  • Graduate Diploma in Taxation – University of Central Queensland

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • Chartered Accountants Australia and New Zealand (CA)

Andrew Grant Stephenson is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / MDA Services
  • Superannuation
  • All Securities