Steve James Skoglund – Financial Adviser
Adviser identifying number: 245208
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 08/12/2003
The date the Financial Adviser ceased the appointment: 07/11/2016
Name of the Authorised Representative: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 000234951
Authorised Representative’s ABN: 11074608558
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:
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Relevant qualifications and training:
- Generic Financial Planning – CA
- Managed Investments – CA
- Risk Management – Kaplan
- Self Managed Super Fund Course – Australian Executor Trustees
- Superannuation and Retirement Planning – CA
Relevant memberships of professional bodies or industry associations: SMSF Association
Steve James Skoglund is authorised to provide advices on following products: