Stephen Everist – Financial Adviser

Adviser identifying number: 431456
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: FIRST MUTUAL AUSTRALIA PTY LTD
Licence number: 423710
Licensee’s ABN: 42154012085
Licence controlled by: ALLITON HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 11/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FIRST MUTUAL AUSTRALIA PTY LTD
Authorised Representative identifying number: 423710
Authorised Representative’s ABN: 42154012085

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 Arts – University of Melbourne
• Certificate IV Finance & Mortgage Broking – National Finance Institute
• Certified Financial Planner – Financial Planning Association of Australia
• Diploma of Financial Planning – Deakin University
• SMSF Specialist – Adelaide University

Relevant memberships of professional bodies or industry associations:

• Finance Brokers Association
• Financial Planning Association of Australia (FPA)

Stephen Everist 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