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