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