Stephen John Stuart Garrett – Financial Adviser

Adviser identifying number: 238230
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994

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: 30/06/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: APN3 FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 424109
Authorised Representative’s ABN: 95145645914

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:

  • AICD Diploma – Australian Institute of Company Directors
  • Bachelor of Commerce – University of Newcastle
  • Certified Financial Planner – Financial Planning Association
  • Diploma of Financial Planning – RMIT/ Financial Planning Association

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • Financial Planning Association of Australia (FPA)
  • SMSF Association

Stephen John Stuart Garrett 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
  • Managed Investment Schemes / Own Managed Investment Scheme Only
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility