Steven Melling – Financial Adviser

Adviser identifying number: 234711
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: PAUL MELLING & ASSOCIATES PTY. LIMITED
Licence number: 231247
Licensee’s ABN: 99006425092
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/09/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PAUL MELLING & ASSOCIATES PTY. LIMITED
Authorised Representative identifying number: 231247
Authorised Representative’s ABN: 99006425092

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

>>>Why Australians Should Hire a Financial Adviser?

Relevant qualifications and training:

Bachelor of Economics – Latrobe University
CFA Charterholder – CFA Institute
Chartered Alternative Investment Analyst (CAIA) Charterholder – Chartered Alternative Investment Analyst Association
Graduate Diploma in Applied Finance and Investment – Securities Institute of Australia – FINSIA
Master of Applied Finance – Macquarie University

Relevant memberships of professional bodies or industry associations:

Association of Superannuation Funds Australia (ASFA)
Chartered Alternative Investment Analyst Association
Chartered Financial Analyst Institute (CFA)
Global Association of Risk Professionals (GARP)
Institute of Managed Account Providers (IMAP)

Steven Melling is authorised to provide advices on following products:

Government Debentures, Stocks or Bonds
Life Products / Investment Life Insurance Products
Managed Investment Schemes / Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation