Stephen Romic Financial Planner Report

Name:
Stephen Romic

Rep Number:
000236699

Status:
Current

First Advice:
1988

Disciplinary action:
No action

Most Recent Role:
2007-06-22 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000280881

ABN:
98 104 003 714

Controlled By:

Appointed By
Name:
D F S Advisory Services Pty. Ltd.

Licence Number:
000280881

ABN:
98 104 003 714

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

Qualifications
Victoria University
Bachelor of Business (Banking and Finance)
Macquarie University
Master of Applied Finance Investment & Funds Management Specialisation