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