Stephen John Trott – Financial Adviser

Adviser identifying number: 246592
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: LDB FINANCIAL GROUP PTY LTD
Licence number: 437164
Licensee’s ABN: 83161933777
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LDB WEALTH SOLUTIONS PTY LTD
Authorised Representative identifying number: 000257930
Authorised Representative’s ABN:

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 (Accounting) – Phillip Institute (Vic)
• Graduate Diploma of Applied Finance & Investment – Securities Institute of Australia
• Graduate Diploma of Financial Planning – Securities Institute of Australia

Relevant memberships of professional bodies or industry associations: Financial Services Institute of Australasia

Stephen John Trott 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
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility