Steve Atkinson Financial Planner Report

Name:
Steve Atkinson

Rep Number:
000243573

Status:
Current

First Advice:
1973

Disciplinary action:
No action

Most Recent Role:
2014-03-08 onwards

ABN:
44 254 549 099

Licensee
Name:

Number:
000297276

ABN:
16 108 571 875

Controlled By:

Appointed By
Name:
Paragem Pty Limited

Licence Number:
000297276

ABN:
16 108 571 875

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
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Monash University
Bachelor of Business
The Australian Insurance Institute
Diploma of General Insurance
Diploma of Financial Planning
RMIT

Memberships
SMSF Professionals' Association of Australia