Stephen Max Crouch – Financial Adviser

Adviser identifying number: 238013
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: INVESTORY PTY LTD
Licence number: 432670
Licensee’s ABN: 69161021941
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/06/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INVESTORY PTY LTD
Authorised Representative identifying number: 432670
Authorised Representative’s ABN: 69161021941

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Business – University of Technology, Sydney
  • Doctor of Business Administration – Macquarie University
  • Financial Planning Specialist – Institute of Chartered Accountants in Aust. (ICAA)
  • Master of Economics – Macquarie University

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Stephen Max Crouch 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