Stephen Joseph Furness – Financial Adviser

Adviser identifying number: 261088
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: MGD WEALTH LTD
Licence number: 222600
Licensee’s ABN: 53009079725
Licence controlled by: 3 TIMES 8 PTY LTD

The date the Financial Adviser commenced the appointment: 27/10/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MGD WEALTH LTD
Authorised Representative identifying number: 222600
Authorised Representative’s ABN: 53009079725

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:

  • Certified Financial Planner – Financial Planning Association of Australia
  • LRS – Life Risk Specialist – Financial Planning Assocation of Australia

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Stephen Joseph Furness is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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