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- Michel Steffan
Michel Steffan
- Name
- Michel Steffan
- ID
- 243608
- ABN
- –
- First Provided Advice
- 2003
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1972 - Degree Business Economics - - Hogeschool Holland
- 2006 - Diploma of Financial Planning - - Deakin University
- 2012 - Master of Taxation - - Curtin University of Technology
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Certified Independent Financial Advisers Association
- Responsible Investment Association Australasia
Licencee
- Status
- Ceased
- Licence Holder
- Independent Financial Advisers Australia Pty Ltd (#464629)
- Commenced
- July 1, 2019
- Ceased
- Jan. 2, 2022
- Status
- Current
- Licence Holder
- Impartial Financial Advisers Pty ltd (#533684)
- Commenced
- Jan. 20, 2022
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Consilium Advice Pty Ltd (#424974)
- Commenced
- April 8, 2019
- Ceased
- June 30, 2019
- Status
- Ceased
- Licence Holder
- Dover Financial Advisers Pty Ltd (#307248)
- Commenced
- Jan. 12, 2016
- Ceased
- July 6, 2018
- Status
- Ceased
- Licence Holder
- Gwm Adviser Services Pty Ltd (#230692)
- Commenced
- Dec. 1, 2003
- Ceased
- Dec. 19, 2008
- Status
- Ceased
- Licence Holder
- Lionsgate Financial Group Pty. Ltd. (#342766)
- Commenced
- Nov. 1, 2011
- Ceased
- Jan. 11, 2016
- Status
- Ceased
- Licence Holder
- Premium Advisory Pty Ltd (#472548)
- Commenced
- July 6, 2018
- Ceased
- April 8, 2019