Stephen Alan Ledger – Financial Adviser
Adviser identifying number: 1000188
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014
Name of the licence holder: LEDGER FINANCIAL GROUP PTY LTD
Licence number: 465368
Licensee’s ABN: 97600860615
Licence controlled by:
The date the Financial Adviser commenced the appointment: 25/11/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LEDGER FINANCIAL GROUP PTY LTD
Authorised Representative identifying number: 465368
Authorised Representative’s ABN: 97600860615
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 of Commerce – University of Western Australia (UWA)
- Chartered Accountant – Institute of Chartered Accoutants
- Masters of Applied Finance and Investment – Securities Institute of Australia
- Registered ASIC Agent – Australian Securities and Investment Commission
- Registered Tax Agent – Tax Agents Board of Australia
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Taxation Institute of Australia
Stephen Alan Ledger 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