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  3. Steven George Apostolou

Steven George Apostolou

Name
Steven George Apostolou
ID
1257610
ABN
–
First Provided Advice
2017

Qualifications

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

  • 2002 - Bachelor of Commerce (Banking and Finance) - Bachelor Degree (AQF 7) - Curtin University of Technology
  • 2017 - Diploma of Financial Planning (FNS50615) - Diploma (AQF 5) - Monarch Institute
  • 2017 - FNS10 Financial Services Training Package - Other - Terra Cordis

Memberships

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

Licencee

Status
Ceased
Licence Holder
Boston Reed Pty Ltd (#225738)
Commenced
Sept. 5, 2023
Ceased
Oct. 20, 2023
Status
Ceased
Licence Holder
Fiducian Financial Services Pty Ltd (#231103)
Commenced
Sept. 6, 2022
Ceased
Aug. 8, 2023
Status
Ceased
Licence Holder
Financial Wisdom Limited (#231138)
Commenced
Dec. 3, 2018
Ceased
Feb. 28, 2020
Status
Ceased
Licence Holder
Fortnum Private Wealth Ltd (#357306)
Commenced
March 2, 2020
Ceased
July 16, 2021
Status
Ceased
Licence Holder
John Raymond Whiting (#255301)
Commenced
Nov. 13, 2023
Ceased
Aug. 23, 2024
Status
Ceased
Licence Holder
John Raymond Whiting (#255301)
Commenced
July 26, 2021
Ceased
Aug. 3, 2022
Status
Current
Licence Holder
Wealth Today Pty ltd (#340289)
Commenced
Sept. 11, 2024

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
Nextgen Financial Group Pty Ltd (#240938)
Commenced
Aug. 21, 2017
Ceased
April 3, 2018
Status
Ceased
Licence Holder
Sentry Advice Pty Ltd (#227748)
Commenced
April 4, 2018
Ceased
Sept. 28, 2018