Stephen Trott Financial Planner Report

Name:
Stephen John Trott

Rep Number:
000246592

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2013-07-01 onwards

Location:
Blackburn, , VIC, 0

Licensee
Name:

Number:
000437164

ABN:
83 161 933 777

Appointed By
Name:
Ldb Wealth Solutions Pty Ltd

Licence Number:
000257930

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Phillip Institute (Vic)
Bachelor of Business (Accounting)
Securities Institute of Australia
Graduate Diploma of Applied Finance & Investment
Securities Institute of Australia
Graduate Diploma of Financial Planning

Memberships
Financial Services Institute of Australasia