Mick Steffan – Financial Adviser
Adviser identifying number: 243608
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: GWM ADVISER SERVICES LIMITED
Licence number: 230692
Licensee’s ABN: 96002071749
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED
The date the Financial Adviser commenced the appointment: 01/12/2003
The date the Financial Adviser ceased the appointment: 19/12/2008
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Disciplinary actions start date against the Financial Adviser:
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Relevant qualifications and training:
- Certified Financial Planning Designation – FPA
- Diploma of Financial Planning – Deakin University
- Master of Taxation – Curtin University of Technology
- SPAA SMSF Specialist Adviser – SPAA
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
Mick Steffan is authorised to provide advices on following products: