HomeFinancial AdvisersStephen Foxton Greatrex – Financial Adviser

Stephen Foxton Greatrex – Financial Adviser

Adviser identifying number: 339069
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: APOGEE FINANCIAL PLANNING LIMITED
Licence number: 230689
Licensee’s ABN: 28056426932
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 01/07/2009
The date the Financial Adviser ceased the appointment: 06/12/2014
Name of the Authorised Representative: STEPHEN FOXTON GREATREX
Authorised Representative identifying number: 000339069
Authorised Representative’s ABN:

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:

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Relevant qualifications and training:

  • Bachelor of Commerce – Queensland University
  • Bachelor of Laws – Queensland University
  • Certified Financial Planner (CFP) – Financial Planning Association
  • Master of Applied Finance – Macquarie University

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • Justice of the Peace (S.A.)
  • Tax Practioners Board

Stephen Foxton Greatrex is authorised to provide advices on following products:

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