Steven Hallam Financial Planner Report

Name:
Steven Brian Hallam

Rep Number:
000287522

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2017-02-09 onwards

Licensee
Name:

Number:
000449221

ABN:
93 161 647 007

Controlled By:

Appointed By
Name:
Alliance Wealth Pty Ltd

Licence Number:
000449221

ABN:
93 161 647 007

May advise on following product areas:
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
Kaplan
ASX Securities
AAMC
Certificate IV in Financial Services (Finance/Mortgage Broking)
Kaplan
Margin Lending
Macquarie
Post Graduate Diploma of Management
Kaplan
Self Managed Super Fund Course

Memberships
Association of Financial Advisers (AFA)