Financial Adviser
· BALLINA, NSW
Stephanie May Stafford
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
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
Source: ASIC Financial Advisers Register