- Home
- Financial Advisers Australia (FAA)
- Stevin Carvalho
Stevin Carvalho
- Name
- Stevin Carvalho
- ID
- 334809
- ABN
- –
- First Provided Advice
- 2008
- Restrictions
- Excluding Self Managed Superannuation Funds
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1998 - Bachelor of Commerce (Financial Accounting and Auditing) - - University of Mumbai (India)
- 2010 - Diploma of Financial Services - - Investment Banking Institute
- 2016 - Advanced Diploma of Financial Planning - - Mentor Education
- 2016 - Self Managed Superannuation Fund Adviser ( Personal Advice) - - Mentor Education
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Current
- Licence Holder
- Australian Mortgage And Financial Advisers Pty ltd (#389206)
- Commenced
- Aug. 16, 2018
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
- Combined Insurance Company OF America (#232409)
- Commenced
- March 9, 2009
- Ceased
- May 21, 2010
- Status
- Ceased
- Licence Holder
- Ipraxis Pty Ltd (#329337)
- Commenced
- July 13, 2010
- Ceased
- Feb. 27, 2011
- Status
- Ceased
- Licence Holder
- Millennium 3 Financial Services Pty Ltd (#244252)
- Commenced
- May 21, 2013
- Ceased
- Sept. 4, 2014
- Status
- Ceased
- Licence Holder
- Spectrum Wealth Advisers Pty Ltd (#334400)
- Commenced
- March 2, 2011
- Ceased
- May 20, 2013
- Status
- Ceased
- Licence Holder
- Westpac Banking Corporation (#233714)
- Commenced
- Sept. 16, 2014
- Ceased
- Aug. 1, 2018