Steven Shane Pritchard
Financial Adviser in Hamilton, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005751
- Location
- Hamilton NSW 2303
- Licensee
- Pritchard & Partners Pty Limited (AFSL 246712)
- Authorised since
- 10 March 2004
- First provided advice
- 1988
- Qualifications
- Bachelor of Commerce, University of Newcastle (1986); Registered Tax Agent, Tax Practioners Board (1987); Certified Practising Accountant, CPA Australia (1988); Graduate Diploma in Applied Finance & Investment, Securities Institute of Australia (1993); SMSF Auditor, ASIC (2014)
- Memberships
- CPA Australia (CPA); FINSIA; Taxation Institute of Australia
- 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, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Steven Shane Pritchard
Steven Shane Pritchard is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Hamilton, New South Wales (adviser number 001005751).
Steven provides advice as an authorised representative of Pritchard & Partners Pty Limited, which holds Australian financial services licence 246712. That authorisation dates from 10 March 2004.
According to the register, Steven first provided financial advice in 1988. The qualifications listed for Steven include Bachelor of Commerce (University of Newcastle, 1986), Registered Tax Agent (Tax Practioners Board, 1987) and Certified Practising Accountant (CPA Australia, 1988). Professional memberships recorded: CPA Australia (CPA), FINSIA and Taxation Institute of Australia.
Steven is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Steven Shane Pritchard a registered financial adviser?
Yes. Steven Shane Pritchard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005751.
Which licensee does Steven Shane Pritchard work under?
Pritchard & Partners Pty Limited, Australian financial services licence 246712.
What can Steven Shane Pritchard 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; standard margin lending; derivatives.