Stephen Degiovanni – Financial Adviser

Adviser identifying number: 228945
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: ASPIRE RETIRE PTY LTD
Licence number: 301712
Licensee’s ABN: 61104563733
Licence controlled by:

The date the Financial Adviser commenced the appointment: 17/07/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ASPIRE RETIRE PTY LTD
Authorised Representative identifying number: 301712
Authorised Representative’s ABN: 61104563733

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 – Griffith University
  • Certified Financial Planner – Financial Planning Association of Australia
  • Certified Practicing Accoutant – CPA Australia
  • SMSF Specialst Advisor – Self Manager Super Fund Association

Relevant memberships of professional bodies or industry associations:

Stephen Degiovanni 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