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