Steve Atkinson – Financial Adviser
Adviser identifying number: 243573
Status: Current
Adviser’s ABN: 44254549099
The year the Financial Adviser first provided advice: 1973
Name of the licence holder: PARAGEM PTY LIMITED
Licence number: 297276
Licensee’s ABN: 16108571875
Licence controlled by: HUB24 LIMITED
The date the Financial Adviser commenced the appointment: 08/03/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PARAGEM PTY LIMITED
Authorised Representative identifying number: 000297276
Authorised Representative’s ABN: 16108571875
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 – Monash University
- Diploma of General Insurance – The Australian Insurance Institute
- RMIT – Diploma of Financial Planning
Relevant memberships of professional bodies or industry associations: SMSF Professionals’ Association of Australia
Steve Atkinson 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility