Steven Costall Financial Planner Report

Name:
Steven James Costall

Rep Number:
000261433

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2015-06-24 onwards

Location:
Bendigo, , VIC, 0

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

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

Qualifications
AAMC
Certificate IV in Financial Services (Finance/Mortgage Broking)
FPA
Certified Financial Planner
Mentor Educational Group
Fellow Charter Financial Practitioner
FPA
Securities
Tribeca
Self Managed Super Fund Course

Memberships
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)
SMSF Association