Stephen Charles Grant – Financial Adviser

Adviser identifying number: 235900
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: DOVER FINANCIAL ADVISERS PTY LTD
Licence number: 307248
Licensee’s ABN: 87112139321
Licence controlled by: TERRY MCMASTER

The date the Financial Adviser commenced the appointment: 01/10/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DOVER FINANCIAL ADVISERS PTY LTD
Authorised Representative identifying number: 307248
Authorised Representative’s ABN: 87112139321

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:

  • ASX Listed Products Accreditation course – Financial Planning Association of Australia Limited
  • Advanced Diploma of Financial Services (Financial Planning) – Tribeca Learning (Aust) Pty Ltd
  • Margin Lending and Geared Investments – Kaplan Education Pty Ltd

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • National Institute of Accountants (NIA)

Stephen Charles Grant 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