Financial Adviser · BURRADOO, NSW

Stephen Buchanan

39 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000267629

Stephen Buchanan is a financial adviser based in Burradoo, New South Wales, with 39 years of experience in the financial services industry. Stephen is currently authorised under Alliance Wealth 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 PS 146 Knowledge Asessment Core & Life Insurance from Integratec. Stephen 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 Government Bonds

Restrictions: Authorised to provide Self Managed Superannuation Fund advice

Authorised to provide tax financial advice services

Qualifications and Training

2002

PS 146 Knowledge Asessment Core & Life Insurance

Integratec

2002

PS 146 Knowledge Asessment Financial Planning

Integratec

2002

PS 146 Knowledge Assessment Superannuation

Integratec

2013

Superannuation and Life Insurance Skills

Kaplan Professional Education

Registration History

Alliance Wealth Pty Ltd

May 2016 - Present Current

Authorised to provide Self Managed Superannuation Fund advice

GUARDIANFP PTY LIMITED

Feb 2013 - May 2016 Ceased

Superannuation excludes SMSF Advice

AAA FINANCIAL INTELLIGENCE LTD

Sep 2007 - Feb 2013 Ceased

AAA SHARES PTY LTD

Jun 2005 - Sep 2007 Ceased

AMUNDSEN PTY LIMITED

Mar 2004 - Jun 2005 Ceased

Source: ASIC Financial Advisers Register