Financial Adviser
· BANKSTOWN, NSW
Stephen George Nikolovski
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269482
Stephen George Nikolovski is a financial adviser based in Bankstown, New South Wales, with 8 years of experience in the financial services industry. Stephen is currently authorised under Lifespan Financial Planning Pty Ltd. Stephen 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 (Accountancy and Finance) from University of Wollongong. Stephen is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
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
2007
Bachelor of Commerce (Accountancy and Finance)
University of Wollongong
2009
Chartered Accountant Program
The Institute of Chartered Accountants in Australia
2009
Graduate Diploma of Chartered Accounting
Institute of Chartered Accountants in Australia
2017
Diploma Financial Planning FNS50615
Kaplan Australia
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2022
Client Engagement Skills
Behavioural Finance - Kaplan