Steven Judd Financial Planner Report

Name:
Steven Philip Judd

Rep Number:
000240962

Status:
Current

First Advice:
1993

Disciplinary action:
No action

Most Recent Role:
2016-06-01 onwards

Location:
Penrith, , NSW, 0

ABN:
76 090 106 802

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

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
Nepean College of Advanced Education
Bachelor of Business
CPA
Financial Planning

Memberships
National Tax Accountants Association