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Stephen Andrew Holt

Name
Stephen Andrew Holt
ID
263429
ABN
–
First Provided Advice
1986

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Apogee Financial Planning Pty Ltd (#230689)
Commenced
June 8, 2012
Ceased
June 30, 2015
Status
Ceased
Licence Holder
Meritum Financial Group Pty Ltd (#245569)
Commenced
July 1, 2015
Ceased
Oct. 6, 2017
Status
Ceased
Licence Holder
Professional Investment Services Pty Ltd (#234951)
Commenced
March 6, 2008
Ceased
June 8, 2012