Tricia Kay Stephensen – Financial Adviser
Adviser identifying number: 401331
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: ASTUTE ADVISORY SERVICES PTY LTD
Licence number: 337806
Licensee’s ABN: 23136533474
Licence controlled by:
The date the Financial Adviser commenced the appointment: 07/03/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ASTUTE ADVISORY SERVICES PTY LTD
Authorised Representative identifying number: 337806
Authorised Representative’s ABN: 23136533474
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:
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Relevant qualifications and training: Diploma of Financial Services – Kaplan/FINSIA
Relevant memberships of professional bodies or industry associations:
Tricia Kay Stephensen is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Miscellaneous Financial Facility / Miscellaneous Financial Risk Products