Stefanie Seco – Financial Adviser

Adviser identifying number: 382364
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: THE FINANCIALLINK GROUP PTY LTD
Licence number: 240938
Licensee’s ABN: 12055622967
Licence controlled by: BEACON FINANCIAL GROUP PTY LIMITED

The date the Financial Adviser commenced the appointment: 17/06/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE FINANCIALLINK GROUP PTY LTD
Authorised Representative identifying number: 240938
Authorised Representative’s ABN: 12055622967

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:

  • Bachelor Commerce – Wollongong University
  • Bachelor of Laws – Wollongong University
  • CPA Chartered Tax Adviser – Tax Institute of Australia
  • Registered Tax Agent – Tax Institute of Australia
  • SMSF Auditor – Tax Institute of Australia

Relevant memberships of professional bodies or industry associations:

  • Australian Society of CPAs
  • SMSF Association
  • Tax Institute of Australia

Stefanie Seco 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
  • Margin Lending Facility / Standard Margin Lending Facility