Stephen Edward Duffy – Financial Adviser

Adviser identifying number: 244804
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 08/12/2003
The date the Financial Adviser ceased the appointment: 30/08/2011
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Relevant qualifications and training: Diploma of Financial Planning – Financial Planning Association (FPA)

Relevant memberships of professional bodies or industry associations:

  • CFP- Certified Financial Planner (FPA)
  • Financial Planning Association of Australia (FPA)

Stephen Edward Duffy is authorised to provide advices on following products: