Stephen Aldridge Financial Planner Report

Name:
Stephen Richard Aldridge

Rep Number:
000264210

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2004-03-01 onwards

Licensee
Name:

Number:
000247429

ABN:
33 093 667 595

Appointed By
Name:
Fitzpatricks Private Wealth Pty Ltd

Licence Number:
000247429

ABN:
33 093 667 595

May advise on following product areas:
Non-basic Deposit Products
Old Law Securities Options Contracts and Warrants Securities
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
Queensland University of Technology
Bachelor of Business (Management)
Australian Institute of Company Directors
Company Directors Course
Deakin University
Diploma of Financial Planning
University of Technology Sydney
Estate Planning
SMSF Training
Specialist SMSF Adviser Training Course

Memberships
Financial Planning Association of Australia (FPA)
Tax Practitioners Board (TPB)