Anthony Benedict Stewart – Financial Adviser

Adviser identifying number: 437928
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: ALLIANCE WEALTH PTY LTD
Licence number: 449221
Licensee’s ABN: 93161647007
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 30/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INOVAYT WEALTH PTY LTD
Authorised Representative identifying number: 435348
Authorised Representative’s ABN: 90155205431

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 (Marketing) – Monash University
  • Cavendish Specialist Self-Managed Super Fund Course – University of Adelaide
  • Diploma of Finance & Mortgage Broking – AAMC Training Group
  • Diploma of Financial Planning – Financial Planning Association and Deakin University
  • Graduate Diploma of Applied Finance & Investment – Securities Institute of Australia

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • Mortgage & Finance Association of Australia (MFAA)

Anthony Benedict Stewart is authorised to provide advices on following 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
  • Superannuation