Mick Steffan Financial Planner Report

Name:
Mick Steffan

Rep Number:
000243608

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2016-01-12 onwards

Licensee
Name:

Number:
000307248

ABN:
87 112 139 321

Controlled By:

Appointed By
Name:
Dover Financial Advisers Pty Ltd

Licence Number:
000307248

ABN:
87 112 139 321

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA
Certified Financial Planning Designation
Deakin University
Diploma of Financial Planning
Curtin University of Technology
Master of Taxation
SPAA
SPAA SMSF Specialist Adviser

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association