Steven Coelho – Financial Adviser

Adviser identifying number: 1243916
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence number: 234459
Licensee’s ABN: 26098725145
Licence controlled by: AUSTRALIAN UNITY LIMITED

The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Authorised Representative identifying number: 234459
Authorised Representative’s ABN: 26098725145

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 Commerce – University of Wollongong
• Diploma of Financial Planning – Mentor Education
• SMSF Specialist Adviser – SMSF Association

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Steven Coelho is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Superannuation