Stephen James Mckay – Financial Adviser
Adviser identifying number: 264831
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: SUNSUPER FINANCIAL SERVICES PTY LTD
Licence number: 227867
Licensee’s ABN: 50087154818
Licence controlled by: SUNSUPER PTY. LTD.
The date the Financial Adviser commenced the appointment: 07/04/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SUNSUPER FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 227867
Authorised Representative’s ABN: 50087154818
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 Economics (Accounting) – University of Sydney
- Diploma of Financial Planning – Deakin University / Financial Planning Association of Australia
- Diploma of Superannuation Management – ASFA / Macquarie University
- Graduate Diploma of Applied Finance and Investment – Finsia
- Self Managed Super Funds Program – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
- Association of Superannuation Funds Australia (ASFA)
- Australian Institute of Superannuation Trustees (AIST)
Stephen James Mckay is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Life Risk Insurance Products
- Superannuation