Raymond Alan Stewart – Financial Adviser

Adviser identifying number: 234914
Status: Current
Adviser’s ABN: 48362872664
The year the Financial Adviser first provided advice: 1988

Name of the licence holder: SOLUTIONS 2 RETIREMENT PTY LTD
Licence number: 227900
Licensee’s ABN: 92103886782
Licence controlled by:

The date the Financial Adviser commenced the appointment: 27/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SOLUTIONS 2 RETIREMENT PTY LTD
Authorised Representative identifying number: 227900
Authorised Representative’s ABN: 92103886782

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:

  • Certificate of Financial Planning – Independent Centre of Investment
  • Diploma of Financial Planning Subject DFP 5 – Paraplanning Professionals
  • Diploma of Financial Planning Subject DFP3 – RMIT
  • Diploma of Financial Planning Subject DFP4 – RMIT

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

Raymond Alan Stewart 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