Stephen Pollard
Financial Adviser in Mudgeeraba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000300727
- Location
- Mudgeeraba QLD 4213
- Licensee
- Oasis Financial Holdings Pty Ltd (AFSL 539094)
- Authorised since
- 18 October 2022
- First provided advice
- 2006
- Qualifications
- Bachelor of Arts, University of Canterbury (2002); Diploma of Financial Services (Financial Planning), Financial Planning Association of Australia (2005); Advanced Diploma of Financial Services, GWM Adviser Services Limited (2007)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen Pollard
On the Financial Advisers Register kept by ASIC, Stephen Pollard appears as a current financial adviser in Mudgeeraba, Queensland, adviser number 000300727.
The licensee Stephen advises under is Oasis Financial Holdings Pty Ltd (AFS licence 539094). That authorisation dates from 18 October 2022.
According to the register, Stephen first provided financial advice in 2006. Qualifications and training on file include Bachelor of Arts (University of Canterbury, 2002), Diploma of Financial Services (Financial Planning) (Financial Planning Association of Australia, 2005) and Advanced Diploma of Financial Services (GWM Adviser Services Limited, 2007).
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.
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Questions people ask
Is Stephen Pollard a registered financial adviser?
Yes. Stephen Pollard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000300727.
Which licensee does Stephen Pollard work under?
Oasis Financial Holdings Pty Ltd, Australian financial services licence 539094.
What can Stephen Pollard 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; standard margin lending.