Financial Adviser · GARRAN, ACT

Maciej Stanek

20 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000449178

Maciej Stanek is a financial adviser based in Garran, Australian Capital Territory, with 20 years of experience in the financial services industry. Maciej is currently authorised under Lifespan Financial Planning Pty Ltd. Maciej 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 Bachelor of Commerce with Second Class Honours Divison B Major in Finance from Australian National University. Maciej 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2004

Bachelor of Commerce with Second Class Honours Divison B Major in Finance

Australian National University

2011

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2012

Margin Lending

Kaplan

2015

Self Managed Superannuation Funds

Kaplan

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Lifespan Financial Planning Pty Ltd

Dec 2023 - Present Current

Personal Financial Services Ltd

Jul 2020 - Nov 2023 Ceased

FINANCIAL SERVICES PARTNERS PTY LIMITED

Nov 2013 - Jun 2020 Ceased

Government Debentures, Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.

Aware Financial Services Australia Limited

Jan 2013 - Nov 2013 Ceased

Unisuper Management Pty. Ltd.

Jun 2011 - Dec 2012 Ceased

Source: ASIC Financial Advisers Register