HomeFinancial AdvisersSteve James Skoglund – Financial Adviser

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

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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:

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