Stephen Legg – Financial Adviser
Adviser identifying number: 223018
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994
Name of the licence holder: ADVOCATE ADVISORY PTY. LTD.
Licence number: 405576
Licensee’s ABN: 14150153503
Licence controlled by:
The date the Financial Adviser commenced the appointment: 18/08/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ADVOCATE ADVISORY PTY. LTD.
Authorised Representative identifying number: 405576
Authorised Representative’s ABN: 14150153503
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 – FPA
- Diploma of Financial Plannig – Deakin Univesity
- SMSF Specialist Adviser – Self Managed Super Fund Professional Association of Australia
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
Stephen Legg 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