Steven Poon – Financial Adviser
Adviser identifying number: 1243185
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: HUNTER GREEN PTY LTD
Licence number: 225962
Licensee’s ABN: 12087491629
Licence controlled by: The G & A Hunter Family Trust
The date the Financial Adviser commenced the appointment: 17/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HUNTER GREEN PTY LTD
Authorised Representative identifying number: 225962
Authorised Representative’s ABN: 12087491629
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:
- Chartered Accountant – Insitutue of Chartered Accountants Australia
- Chartered Tax Adviser – Tax Institute of Australia
- Graduate Diploma in Advanced Taxaxtion – University of NSW
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Steven Poon is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Retirement Savings Account Products
- Superannuation