Steven Barrett Financial Planner Report

Name:
Steven Gary Barrett

Rep Number:
000226109

Status:
Current

First Advice:
2012

Disciplinary action:
No action

Most Recent Role:
2012-05-01 onwards

Licensee
Name:

Number:
000318613

ABN:
27 127 508 472

Controlled By:

Appointed By
Name:
Shadforth Financial Group Limited

Licence Number:
000318613

ABN:
27 127 508 472

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

Qualifications
Macquarie University
Certificate of Superannuation Management
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP)
RMIT University
Diploma of Financial |Planning

Memberships
Affiliate of Insurance Institute
Financial Planning Association of Australia (FPA)