Stephen Heald – Financial Adviser

Adviser identifying number: 223014
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986

Name of the licence holder: ADVOCATE ADVISORY PTY. LTD.
Licence number: 405576
Licensee’s ABN: 14150153503
Licence controlled by:

The date the Financial Adviser commenced the appointment: 08/08/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ADVOCATE ADVISORY PTY. LTD.
Authorised Representative identifying number: 405576
Authorised Representative’s ABN: 14150153503

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Certified Financial Planner – Financial Planning Association
  • Diploma of Business (Financial Services Distribution) – Swinburne University
  • Diploma of Financial Planning – RMIT University

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Stephen Heald is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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
  • Margin Lending Facility / Standard Margin Lending Facility
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services