Steven Bernard Newman
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000223863
- Location
- Sydney NSW 2000
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 31 May 2010
- First provided advice
- 2014
- Qualifications
- Bachelor of Science (Hons), London University (1976); RG146, Assessment Education Services (2002); Margin Lending Accreditation Program, SAA (2010)
- Memberships
- Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, managed discretionary account services
- Register status
- Current
About Steven Bernard Newman
Steven Bernard Newman is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000223863).
The licensee Steven advises under is Morgans Financial Limited (AFS licence 235410). The current authorisation started on 31 May 2010.
The register records 2014 as the year Steven first provided financial advice. The qualifications listed for Steven include Bachelor of Science (Hons) (London University, 1976), RG146 (Assessment Education Services, 2002) and Margin Lending Accreditation Program (SAA, 2010). Professional memberships recorded: Stockbrokers and Investment Advisers Association (SIAA).
The authorisation covers advice on securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending and derivatives, among 7 product areas in total.
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Questions people ask
Is Steven Bernard Newman a registered financial adviser?
Yes. Steven Bernard Newman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000223863.
Which licensee does Steven Bernard Newman work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Steven Bernard Newman give advice on?
The register lists these advice areas: securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; managed discretionary account services.