Financial Adviser · BALLINA, NSW

Stephanie May Stafford

1 Years experience
Tax advice
authorised
ASIC Registered · ADV 001311911

Stephanie May Stafford is a financial adviser based in Ballina, New South Wales, with 1 year of experience in the financial services industry. Stephanie is currently authorised under Fortnum Private Wealth Ltd. Stephanie 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 Master of Financial Planning from Kaplan Professional. Stephanie 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

2024
Accredited Listed Product Adviser Program
Kaplan Higher Education
2024
FPE010
Other - Kaplan Higher Education Pty Ltd
2024
FPE020
Other - Kaplan Higher Education Pty Ltd
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2024
Master of Financial Planning
Kaplan Professional

Registration History

Mar 2026 - Present Current
Oct 2024 - Feb 2026 Ceased

Source: ASIC Financial Advisers Register