Steven Robert Monaco – Financial Adviser

Adviser identifying number: 339526
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: HOOD SWEENEY SECURITIES PTY LTD
Licence number: 220897
Licensee’s ABN: 40081455165
Licence controlled by:

The date the Financial Adviser commenced the appointment: 29/07/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HOOD SWEENEY SECURITIES PTY LTD
Authorised Representative identifying number: 220897
Authorised Representative’s ABN: 40081455165

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 Economics and Finance – University of Adelaide
• CFP Certification Program – Financial Planning Association of Australia
• Graduate Diploma of Global Wealth Management – University of Adelaide
• Life Risk Specialist Program – Financial Planning Association of Australia
• SMSF Specialist Advisor – Self-Managed Super Fund Association

Relevant memberships of professional bodies or industry associations:

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

Steven Robert Monaco is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit 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