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