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  3. Steven Robert May

Steven Robert May

Name
Steven Robert May
ID
230145
ABN
–
First Provided Advice
1999

Qualifications

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

  • 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
  • 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
  • 2016 - Margin Lending - Other - Financial Education Professionals

Memberships

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

  • Association of Independently Owned Financial Professionals (AIOFP)

Licencee

Status
Ceased
Licence Holder
Futuro Financial Services Pty Ltd (#238478)
Commenced
March 10, 2017
Ceased
Aug. 31, 2023
Status
Current
Licence Holder
Sensibly Pty ltd (#533923)
Commenced
Sept. 1, 2023

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
Charter Financial Planning Limited (#234665)
Commenced
Feb. 3, 2016
Ceased
May 13, 2016
Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
June 10, 2016
Ceased
March 10, 2017
Status
Ceased
Licence Holder
Gps Wealth Ltd (#254544)
Commenced
May 25, 2014
Ceased
Jan. 16, 2015
Status
Ceased
Licence Holder
Gwm Adviser Services Pty Ltd (#230692)
Commenced
April 22, 2008
Ceased
May 24, 2014
Status
Ceased
Licence Holder
Matrix Planning Solutions Limited (#238256)
Commenced
Jan. 19, 2015
Ceased
Dec. 4, 2015