Steven Shane Pritchard – Financial Adviser

Adviser identifying number: 1005751
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1988

Name of the licence holder: PRITCHARD & PARTNERS PTY LIMITED
Licence number: 246712
Licensee’s ABN: 84073393049
Licence controlled by: STEVEN PRITCHARD INVESTMENTS PTY. LIMITED

The date the Financial Adviser commenced the appointment: 10/03/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PRITCHARD & PARTNERS PTY LIMITED
Authorised Representative identifying number: 246712
Authorised Representative’s ABN: 84073393049

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 Commerce – University of Newcastle
• Bachelor of Commerce – University of Newcastle
• Certified Practising Accountant – CPA Australia
• Certified Practising Accountant – CPA Australia
• Graduate Diploma in Applied Finance & Investment – Securities Institute of Australia
• Graduate Diploma in Applied Finance & Investment – Securities Institute of Australia
• Registered Tax Agent – Tax Practioners Board
• Registered Tax Agent – Tax Practioners Board
• SMSF Auditor – ASIC
• SMSF Auditor – ASIC

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• CPA Australia (CPA)
• FINSIA
• FINSIA
• Taxation Institute of Australia
• Taxation Institute of Australia

Steven Shane Pritchard is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• 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
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products