Steven De Bolfo – Financial Adviser

Adviser identifying number: 1002085
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014

Name of the licence holder: GRANT THORNTON WEALTH ADVISORY SERVICES PTY LTD
Licence number: 234500
Licensee’s ABN: 61007073305
Licence controlled by: GRANT THORNTON AUSTRALIA LIMITED

The date the Financial Adviser commenced the appointment: 01/10/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GRANT THORNTON WEALTH ADVISORY SERVICES PTY LTD
Authorised Representative identifying number: 234500
Authorised Representative’s ABN: 61007073305

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:

• Advanced Diploma of Financial Services (Financial Planning) – Kaplan
• Diploma of Financial Services – Kaplan
• Self Managed Super Funds – Kaplan

Relevant memberships of professional bodies or industry associations:

Steven De Bolfo is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation