Stephen Thaxter – Financial Adviser
Adviser identifying number: 1005301
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: BENNELONG WEALTH PARTNERS PTY LTD
Licence number: 456235
Licensee’s ABN: 44164127833
Licence controlled by: BENNELONG WEALTH HOLDINGS PTY. LTD.
The date the Financial Adviser commenced the appointment: 23/07/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BENNELONG WEALTH PARTNERS PTY LTD
Authorised Representative identifying number: 000456235
Authorised Representative’s ABN: 44164127833
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 Science in the Social Sciences with Economics and Business Economics – University of Southampton
- Diploma of Financial Planning – Financial Planning Association of Australia
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Stephen Thaxter is authorised to provide advices on following 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