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- Financial Advisers Australia (FAA)
- Stephen Buchanan
Stephen Buchanan
- Name
- Stephen Buchanan
- ID
- 267629
- ABN
- –
- First Provided Advice
- 1987
- Restrictions
- Superannuation excludes SMSF Advice
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2002 - PS 146 Knowledge Asessment Core & Life Insurance - - Integratec
- 2002 - PS 146 Knowledge Asessment Financial Planning - - Integratec
- 2002 - PS 146 Knowledge Assessment Superannuation - - Integratec
- 2013 - Superannuation and Life Insurance Skills - - Kaplan Professional Education
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Current
- Licence Holder
- Alliance Wealth Pty ltd (#449221)
- Commenced
- May 16, 2016
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
- Aaa Financial Intelligence Ltd (#312478)
- Commenced
- Sept. 3, 2007
- Ceased
- Feb. 13, 2013
- Status
- Ceased
- Licence Holder
- Aaa Shares Pty Ltd (#222138)
- Commenced
- June 29, 2005
- Ceased
- Sept. 3, 2007
- Status
- Ceased
- Licence Holder
- Amundsen Pty Limited (#247222)
- Commenced
- March 1, 2004
- Ceased
- June 30, 2005
- Status
- Ceased
- Licence Holder
- Guardianfp Pty Limited (#237641)
- Commenced
- Feb. 15, 2013
- Ceased
- May 15, 2016