Stephen Paul Jose – Financial Adviser

Adviser identifying number: 1249789
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 17/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GPS WEALTH LTD
Authorised Representative identifying number: 254544
Authorised Representative’s ABN: 17005482726

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) – NEPEAN College of Advanced Education
• Chartered Accountant – The Institute of Chartered Accountants in Australia
• RG146 – AAMC Training Group

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• National Tax & Accountants’ Association Ltd (NTAA)
• Tax Practitioners Board

Stephen Paul Jose is authorised to provide advices on following products:

• Superannuation