Joanne Elizabeth Stephens – Financial Adviser

Adviser identifying number: 401068
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 01/07/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PEPLES PTY. LIMITED
Authorised Representative identifying number: 341342
Authorised Representative’s ABN: 44003969837

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 of Financial Planning – Kaplan Professional Education
• Graduate Certificate in Commerce (Financial Planning) – University of Western Sydney
• Margin Lending – Kaplan Professional Education
• Master of Commerce (Financial Planning) – Western Sydney University
• Self Managed Superannuation Funds – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Joanne Elizabeth Stephens 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