Stephen John Cassin – Financial Adviser
Adviser identifying number: 260706
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1991
Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 01/03/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HC PARTNERS FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 257931
Authorised Representative’s ABN: 98003528149
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 Business – Mitchell College of Advanced Education
- Certified Financial Planner – Financial Planning Association
- Chartered Accountant – Institute of Chartered Accountants
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Financial Planning Association of Australia (FPA)
Stephen John Cassin is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / Own Managed Investment Scheme Only
- Retirement Savings Account Products
- Securities
- Superannuation