Stephen Walker Financial Planner Report

Name:
Stephen Walker

Rep Number:
000231440

Status:
Current

First Advice:
1993

Disciplinary action:
No action

Most Recent Role:
2011-04-15 onwards

Location:
Shepparton, , VIC, 0

Licensee
Name:

Number:
000246934

ABN:
76 006 637 225

Controlled By:

Appointed By
Name:
Walker's Financial Strategies Pty Ltd

Licence Number:
000403521

ABN:
57 149 237 294

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FINSIA
Graduate Diploma in Applied Finance and Investment
FINSIA
Graduate Diploma of Financial Planning
Charles Sturt University
Master of Accountancy
SMSF Association
SMSF Specialist Adviser

Memberships
CPA Australia (CPA)
FINSIA
SMSF Association