Financial Adviser
· CHERRYBROOK, NSW
Stephen Blaker
No disciplinary history on record with ASIC
36
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000239342
Stephen Blaker is a financial adviser based in Cherrybrook, New South Wales, with 36 years of experience in the financial services industry. Stephen is currently authorised under Adviceiq Partners 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 CFP from - Financial Planning Association of Australia. 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
CFP
- Financial Planning Association of Australia
2000
Diploma of Financial Planning
Deakin & RMIT Universities
2003
ASX Listed Products Accreditation Course
ASX & Savings Factory
2004
Advanced Diploma of Financial Services (SMSF specialist)
Tribeca
2005
SMSF Specialist Advisor
SMSF Association