Stephen Michael Blizard
Financial Adviser in Woodbridge, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000254379
- Location
- Woodbridge WA 6056
- Licensee
- Investwest Pty. Ltd. (AFSL 246568); Roxburgh Securities Pty Ltd (AFSL 235311)
- Authorised since
- 10 March 2004
- First provided advice
- 1986
- Qualifications
- Certified Investment & Financial Adviser, ASIFA (1988); Investment Planning 1, FPA (2002); Superannuation/Retirement Planning & Risk Management, Integratec (2003); Managerial Accounting 530, Curtin University Business School (2014); Self Managed Superannuation Funds, Kaplan (2015)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Can also provide advice on salary packaging
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen Michael Blizard
Stephen Michael Blizard is a financial adviser in Woodbridge, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000254379.
Advice is given under the Australian financial services licence of Investwest Pty. Ltd., licence number 246568. The register also lists Roxburgh Securities Pty Ltd (licence 235311). That authorisation dates from 10 March 2004.
According to the register, Stephen first provided financial advice in 1986. Qualifications and training on file include Certified Investment & Financial Adviser (ASIFA, 1988), Investment Planning 1 (FPA, 2002) and Superannuation/Retirement Planning & Risk Management (Integratec, 2003). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Can also provide advice on salary packaging.”
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Questions people ask
Is Stephen Michael Blizard a registered financial adviser?
Yes. Stephen Michael Blizard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000254379.
Which licensee does Stephen Michael Blizard work under?
Investwest Pty. Ltd., Australian financial services licence 246568 and Roxburgh Securities Pty Ltd, Australian financial services licence 235311.
What can Stephen Michael Blizard give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Can also provide advice on salary packaging."