Stefan Mark Dooney – Financial Adviser

Adviser identifying number: 225030
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: WHOST PTY LTD
Licence number: 477145
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 05/08/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WHOST PTY LTD
Authorised Representative identifying number: 477145
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Business (Banking and Finance) – Queensland University of Technology
  • Certified Financial Planner – Financial Planning Association
  • Diploma of Financial Planning – Financial Planning Association
  • Margin Lending and Geared Investments – Kaplan

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

Stefan Mark Dooney 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
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility