Dependable Financial Advice Pty ltd

AFS License Number
551876
Name
Dependable Financial Advice Pty ltd
ABN/ACN/ARBN
11669492415
Licensee issued
Nov. 29, 2023
Address
Darling Point, 2027, NSW

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997); and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997); and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Stephen Peter Weinstein 1999 2001 - Diploma of Financial Markets - - Securities Institute Education ~ 2002 - Certified Financial Planner Program (CFP) - - Financial Planning Association of Australia ~ 2002 - Diploma of Financial Planning - - Financial Planning Association of Australia ~ 2004 - Self Managed Superannuation Funds - - Tribeca Learning ~ 2006 - ASX Listed Products Accreditation Course - - Savings Factory/ASX