Richard Stevens – Financial Adviser
Adviser identifying number: 1006679
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: CRAIGS INVESTMENT PARTNERS LIMITED
Licence number: 363407
Licensee’s ABN:
Licence controlled by: CRAIGS INVESTMENT PARTNERS LIMITED
The date the Financial Adviser commenced the appointment: 12/10/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CRAIGS INVESTMENT PARTNERS LIMITED
Authorised Representative identifying number: 363407
Authorised Representative’s ABN:
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:
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Relevant qualifications and training:
- Bachelor of Commerce (Management) – University of Otago
- Certificate of Authorisation AFA – Financial Markets Authority
- Diploma for Graduates (Marketing) – University of Otago
- NZX Diploma – NZX
- Statement of Attainment ASIC RG146 – ASIC
Relevant memberships of professional bodies or industry associations: NZX Adviser
Richard Stevens is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Foreign Exchange Contracts
- Government Debentures, Stocks or Bonds
- Securities