Financial Adviser
· CANBERRA, ACT
Angus Frederick Stevenson
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001252175
Angus Frederick Stevenson is a financial adviser based in Canberra, Australian Capital Territory, with 9 years of experience in the financial services industry. Angus is currently authorised under Sentry Advice Pty Ltd. Angus holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Angus is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Arts Major in History & International Relations
Australian National University
2013
Bachelor of Commerce Major in Finance
Australian National University
2014
Diploma of Financial Planning
Monarch Institute
2014
Self Managed Superannuation Funds
Monarch Institute
2016
Certified Financial Planner
Financial Planning Association of Australia
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd
Registration History
BOYCE FINANCIAL SERVICES PTY LTD
LONSDALE FINANCIAL GROUP PTY LTD
LONSDALE FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register