Steven Melling Financial Planner Report

Name:
Steven Melling

Rep Number:
000234711

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2003-09-02 onwards

Location:
Heidelberg, , VIC, 0

Licensee
Name:

Number:
000231247

ABN:
99 006 425 092

Appointed By
Name:
Paul Melling & Associates Pty. Limited

Licence Number:
000231247

ABN:
99 006 425 092

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Latrobe University
Bachelor of Economics
CFA Institute
CFA Charterholder
Chartered Alternative Investment Analyst Association
Chartered Alternative Investment Analyst (CAIA) Charterholder
FINSIA
Graduate Diploma in Applied Finance and Investment - Securities Institute of Australia
Macquarie University
Master of Applied Finance

Memberships
Association of Superannuation Funds Australia (ASFA)
Chartered Alternative Investment Analyst Association
Chartered Financial Analyst Institute (CFA)
Global Association of Risk Professionals (GARP)
Institute of Managed Account Providers (IMAP)