HomeFinancial AdvisersSteven James Costall – Financial Adviser

Steven James Costall – Financial Adviser

Adviser identifying number: 261433
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 16/09/2008
The date the Financial Adviser ceased the appointment: 23/06/2015
Name of the Authorised Representative: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 000234951
Authorised Representative’s ABN: 11074608558

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:

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Relevant qualifications and training:

  • Certificate IV in Financial Services (Finance/Mortgage Broking) – AAMC
  • Certified Financial Planner – FPA
  • Fellow Charter Financial Practitioner – Mentor Educational Group
  • Securities – FPA
  • Self Managed Super Fund Course – Tribeca

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • Financial Planning Association of Australia (FPA)
  • SMSF Association

Steven James Costall is authorised to provide advices on following products:

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