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
Name of the Authorised Representative:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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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: