Steve Skoglund Financial Planner Report

Name:
Steve James Skoglund

Rep Number:
000245208

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2016-11-08 onwards

Location:
Geelong, , VIC, 0

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Davidsons Wealth Services Pty Ltd

Licence Number:
000293275

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
CA
Generic Financial Planning
CA
Managed Investments
Kaplan
Risk Management
Australian Executor Trustees
Self Managed Super Fund Course
CA
Superannuation and Retirement Planning

Memberships
SMSF Association