Steven Coelho Financial Planner Report

Name:
Steven Coelho

Rep Number:
001243916

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-07-01 onwards

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
Superannuation

Qualifications
University of Wollongong
Bachelor of Commerce
Mentor Education
Diploma of Financial Planning
SMSF Association
SMSF Specialist Adviser

Memberships
Chartered Accountants Australia and New Zealand (CA)