Stephen Walker – Financial Adviser

Adviser identifying number: 231440
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1993

Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 15/04/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WALKER’S FINANCIAL STRATEGIES PTY LTD
Authorised Representative identifying number: 403521
Authorised Representative’s ABN: 57149237294

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:

• Graduate Diploma in Applied Finance and Investment – FINSIA
• Graduate Diploma of Financial Planning – FINSIA
• Master of Accountancy – Charles Sturt University
• SMSF Specialist Adviser – SMSF Association

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• FINSIA
• SMSF Association

Stephen Walker 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