Steven Dobson – Financial Adviser

Adviser identifying number: 241442
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: MERITUM FINANCIAL GROUP PTY LTD
Licence number: 245569
Licensee’s ABN: 93106888215

The date the Financial Adviser commenced the appointment: 22/10/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DOBSON FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 429564
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Advanced Diploma – Financial Planning – Kaplan
  • Certificate – Certificate IV in Mortgage Broking – AAMC
  • Fellow Chartered Financial Practitioner (FChFP) – Association of Financial Advisers (AFA)
  • Masters Degree – Business Administration – Murdoch University
  • Post Graduate Diploma – Business Administration – Murdoch University

Relevant memberships of professional bodies or industry associations:

  • Australian Institute of Company Directors (AICD)
  • Financial Planning Association of Australia (FPA)
  • SMSF Association

Steven Dobson 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
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility
  • Margin Lending Facility / Non-Standard Margin Lending Facility