Stephen Eedy – Financial Adviser
Adviser identifying number: 1251939
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995
Name of the licence holder: FINPLAN AUSTRALIA PTY. LTD.
Licence number: 247459
Licensee’s ABN: 91005282146
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINPLAN AUSTRALIA PTY. LTD.
Authorised Representative identifying number: 247459
Authorised Representative’s ABN: 91005282146
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 – MELBOURNE UNIVERSITY
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Chartered Accountants Australia and New Zealand (CA)
Stephen Eedy 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
- Superannuation
- Old Law Securities Options Contracts and Warrants Securities
- All Securities