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: