Stephen Legg Financial Planner Report

Name:
Stephen Legg

Rep Number:
000223018

Status:
Current

First Advice:
1994

Disciplinary action:
No action

Most Recent Role:
2011-08-18 onwards

Licensee
Name:

Number:
000405576

ABN:
14 150 153 503

Appointed By
Name:
Advocate Advisory Pty. Ltd.

Licence Number:
000405576

ABN:
14 150 153 503

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA
Certified Financial Planner
Deakin Univesity
Diploma of Financial Plannig
Self Managed Super Fund Professional Association of Australia
SMSF Specialist Adviser

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association