Stephen McAllister
Financial Adviser in West Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260003
- Location
- West Perth WA 6005
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 10 March 2004
- First provided advice
- 1996
- Qualifications
- SDIA Accreditation Program, Deakin University (2003); Professional Diploma in Stockbroking, Deakin University (2004)
- Memberships
- Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen McAllister
Stephen McAllister is listed on ASIC’s Financial Advisers Register as a current financial adviser based in West Perth, Western Australia (adviser number 000260003).
The licensee Stephen advises under is Morgans Financial Limited (AFS licence 235410). That authorisation dates from 10 March 2004.
The register records 1996 as the year Stephen first provided financial advice. The qualifications listed for Stephen include SDIA Accreditation Program (Deakin University, 2003) and Professional Diploma in Stockbroking (Deakin University, 2004). Stephen is recorded as a member of Stockbrokers and Investment Advisers Association (SIAA).
Stephen is authorised to advise on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Stephen McAllister a registered financial adviser?
Yes. Stephen McAllister is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260003.
Which licensee does Stephen McAllister work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Stephen McAllister give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; managed discretionary account services.