Stephen Inwood – Financial Adviser

Adviser identifying number: 338948
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1988

Name of the licence holder: LIFE BALANCE FINANCIAL PROFESSIONALS PTY. LTD.
Licence number: 293050
Licensee’s ABN: 45115652572
Licence controlled by:

The date the Financial Adviser commenced the appointment: 20/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIFE BALANCE FINANCIAL PROFESSIONALS PTY. LTD.
Authorised Representative identifying number: 293050
Authorised Representative’s ABN: 45115652572

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:

• Batchelor of Education – Queensland University of Technology
• Diploma of Financial Planning – Deakin
• Masters of Financial Planning – Sunshine Coast University

Relevant memberships of professional bodies or industry associations:

• Association of Independently Owned Financial Professionals (AIOFP)
• Financial Planning Association of Australia (FPA)

Stephen Inwood 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
• Margin Lending Facility / Standard Margin Lending Facility