Steven Bernard Newman – Financial Adviser
Adviser identifying number: 223863
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014
Name of the licence holder: MORGANS FINANCIAL LIMITED
Licence number: 235410
Licensee’s ABN: 49010669726
Licence controlled by:
The date the Financial Adviser commenced the appointment: 31/05/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MORGANS FINANCIAL LIMITED
Authorised Representative identifying number: 235410
Authorised Representative’s ABN: 49010669726
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 Science (Hons) – London University
- Margin Lending Accreditation Program – SAA
- RG146 – Assessment Education Services
Relevant memberships of professional bodies or industry associations:
Steven Bernard Newman is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Securities
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services