Steven Dobson Financial Planner Report

Name:
Steven Dobson

Rep Number:
000241442

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2012-10-22 onwards

Location:
Willetton, Perth, WA, 6155

Licensee
Name:

Number:
000245569

ABN:
93 106 888 215

Controlled By:

Appointed By
Name:
Dobson Financial Planning Pty Ltd

Licence Number:
000429564

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
Non-Standard Margin Lending Facility
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Advanced Diploma - Financial Planning
AAMC
Certificate - Certificate IV in Mortgage Broking
Association of Financial Advisers (AFA)
Fellow Chartered Financial Practitioner (FChFP)
Murdoch University
Masters Degree - Business Administration
Murdoch University
Post Graduate Diploma - Business Administration

Memberships
Australian Institute of Company Directors (AICD)
Financial Planning Association of Australia (FPA)
SMSF Association