Steven Perry – Financial Adviser

Adviser identifying number: 1005682
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: BAILLIEU HOLST LTD
Licence number: 245421
Licensee’s ABN: 74006519393
Licence controlled by:

The date the Financial Adviser commenced the appointment: 30/06/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BAILLIEU HOLST LTD
Authorised Representative identifying number: 245421
Authorised Representative’s ABN: 74006519393

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:

• BACHELOR OF MANAGEMENT – FARM BUSINESS – UNIVERSITY OF SYDNEY
• GRADUATE DIPLOMA OF FINANCIAL PLANNING – FINSIA
• MARGIN LENDING ACCREDITATION PROGRAM – DEAKIN PRIME

Relevant memberships of professional bodies or industry associations:

Steven Perry is authorised to provide advices on following 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