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:

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: