Stephen Pollard – Financial Adviser
Adviser identifying number: 300727
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006
Name of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTD
Licence number: 243313
Licensee’s ABN: 33007207650
Licence controlled by:
The date the Financial Adviser commenced the appointment: 25/05/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SYNCHRONISED BUSINESS SERVICES PTY LTD
Authorised Representative identifying number: 243313
Authorised Representative’s ABN: 33007207650
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:
- Advanced Diploma of Financial Services (Financial Planning) – GWM Adviser Services Limited
- Bachelor of Arts – University of Canterbury
- Diploma of Financial Services (Financial Planning) – Financial Planning Association of Australia
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Stephen Pollard 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
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility