Steven Andrew Chau – Financial Adviser

Adviser identifying number: 1234725
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: XANTIAS FINANCIAL MANAGEMENT PTY LTD
Licence number: 247106
Licensee’s ABN: 62080262997
Licence controlled by:

The date the Financial Adviser commenced the appointment: 20/01/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: XANTIAS FINANCIAL MANAGEMENT PTY LTD
Authorised Representative identifying number: 247106
Authorised Representative’s ABN: 62080262997

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
  • Bachelor of Economics – La Trobe University
  • CFP – Financial Planning Association of Australia
  • Diploma of Financial Planning – Deakin University

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Steven Andrew Chau 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
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility
  • Old Law Securities Options Contracts and Warrants Securities
  • All Securities